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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 | $104,440 | $123,859-15.7% | $69,632+50.0% | $145,897-28.4% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.4%-26.4pp | 80.3%-40.3pp |
| Annual return | 7.13% | 192.49%-185.4pp | 101.32%-94.2pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,441 | $2,673-46.1% | $1,708-15.6% | $4,663-69.1% |
| Participant deferral / active EE | $2,216 | $4,242-47.8% | $2,889-23.3% | $6,689-66.9% |
| Admin fee / account holder | $2,410 | $7,817-69.2% | $4,695-48.7% | $13,390-82.0% |