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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 | $111,338 | $111,878-0.5% | $93,727+18.8% | $145,897-23.7% |
| Participation rate | 35.0% | 74.2%-39.2pp | 68.7%-33.7pp | 80.3%-45.3pp |
| Annual return | 10.71% | 204.28%-193.6pp | 133.83%-123.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $636 | $3,092-79.4% | $2,421-73.7% | $4,663-86.4% |
| Participant deferral / active EE | $2,192 | $4,920-55.4% | $4,417-50.4% | $6,689-67.2% |
| Admin fee / account holder | $1,837 | $10,256-82.1% | $8,292-77.8% | $13,390-86.3% |