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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 | $111,912 | $111,785+0.1% | $93,669+19.5% | $145,877-23.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 9.85% | 203.79%-193.9pp | 133.59%-123.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $800 | $3,096-74.2% | $2,424-67.0% | $4,663-82.8% |
| Participant deferral / active EE | $4,400 | $4,919-10.5% | $4,416-0.4% | $6,691-34.2% |
| Admin fee / account holder | $47,125 | $10,256+359.5% | $8,291+468.4% | $13,402+251.6% |