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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 | $102,706 | $103,038-0.3% | $90,324+13.7% | $152,909-32.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 19.48% | 95.25%-75.8pp | 78.15%-58.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,363 | $3,141-56.6% | $2,856-52.3% | $4,764-71.4% |
| Participant deferral / active EE | $1,363 | $4,282-68.2% | $3,885-64.9% | $5,851-76.7% |
| Admin fee / account holder | $661 | $6,177-89.3% | $5,356-87.7% | $11,601-94.3% |