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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 | $116,085 | $102,393+13.4% | $147,041-21.1% | $80,911+43.5% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 12.01% | 134.95%-122.9pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,860 | $3,715-49.9% | $4,935-62.3% | $2,756-32.5% |
| Participant deferral / active EE | $5,160 | $6,647-22.4% | $8,071-36.1% | $4,297+20.1% |
| Admin fee / account holder | $2,970 | $7,943-62.6% | $13,006-77.2% | $6,935-57.2% |