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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 | $130,489 | $76,368+70.9% | $67,681+92.8% | $154,746-15.7% |
| Participation rate | 63.6% | 79.0%-15.3pp | 73.7%-10.1pp | 80.7%-17.1pp |
| Annual return | 10.93% | 1066.77%-1055.8pp | 590.58%-579.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,965 | $3,151-37.7% | $2,678-26.6% | $4,379-55.1% |
| Participant deferral / active EE | $6,084 | $4,824+26.1% | $3,976+53.0% | $6,730-9.6% |
| Admin fee / account holder | $704 | $8,559-91.8% | $6,100-88.5% | $14,365-95.1% |