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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 | $116,308 | $102,382+13.6% | $147,005-20.9% | $80,874+43.8% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.2%-16.6pp | 67.6%-2.1pp |
| Annual return | 13.98% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,717 | $3,715-53.8% | $4,934-65.2% | $2,756-37.7% |
| Participant deferral / active EE | $4,291 | $6,646-35.4% | $8,070-46.8% | $4,297-0.1% |
| Admin fee / account holder | $2,703 | $7,942-66.0% | $13,006-79.2% | $6,935-61.0% |