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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 | $115,796 | $100,203+15.6% | $85,240+35.8% | $145,897-20.6% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 10.46% | 84.28%-73.8pp | 66.75%-56.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,188 | $3,242-32.5% | $2,735-20.0% | $4,663-53.1% |
| Participant deferral / active EE | $4,085 | $5,299-22.9% | $4,527-9.8% | $6,689-38.9% |
| Admin fee / account holder | $564 | $7,265-92.2% | $6,165-90.9% | $13,390-95.8% |