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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 | $102,044 | $106,008-3.7% | $92,240+10.6% | $147,586-30.9% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 13.26% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $988 | $4,333-77.2% | $3,680-73.1% | $4,876-79.7% |
| Participant deferral / active EE | $2,286 | $4,478-49.0% | $3,897-41.3% | $5,439-58.0% |
| Admin fee / account holder | $2,348 | $6,333-62.9% | $5,194-54.8% | $10,886-78.4% |