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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 | $114,575 | $111,830+2.5% | $93,696+22.3% | $145,884-21.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 20.03% | 204.08%-184.0pp | 133.74%-113.7pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,740 | $3,093-43.7% | $2,422-28.2% | $4,662-62.7% |
| Participant deferral / active EE | $4,050 | $4,920-17.7% | $4,417-8.3% | $6,690-39.5% |
| Admin fee / account holder | $3,733 | $10,249-63.6% | $8,287-55.0% | $13,392-72.1% |