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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 | $104,473 | $110,551-5.5% | $80,741+29.4% | $167,518-37.6% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 13.50% | 120.57%-107.1pp | 87.30%-73.8pp | 478.71%-465.2pp |
| Employer contribution / active EE | $520 | $1,543-66.3% | $1,160-55.1% | $4,838-89.2% |
| Participant deferral / active EE | $1,727 | $2,870-39.8% | $2,145-19.5% | $6,342-72.8% |
| Admin fee / account holder | $984 | $4,547-78.3% | $3,380-70.9% | $12,312-92.0% |