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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,812 | $110,801+10.8% | $86,615+41.8% | $167,536-26.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 71.6%-9.1pp | 82.1%-19.6pp |
| Annual return | 9.52% | 116.96%-107.4pp | 63.51%-54.0pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,298 | $3,245-60.0% | $2,496-48.0% | $4,839-73.2% |
| Participant deferral / active EE | $2,114 | $4,547-53.5% | $3,699-42.9% | $6,342-66.7% |
| Admin fee / account holder | $3,848 | $8,417-54.3% | $5,830-34.0% | $12,315-68.7% |