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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 | $104,639 | $111,785-6.4% | $93,669+11.7% | $145,877-28.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.50% | 203.79%-193.3pp | 133.59%-123.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,041 | $3,096-66.4% | $2,424-57.0% | $4,663-77.7% |
| Participant deferral / active EE | $2,062 | $4,919-58.1% | $4,416-53.3% | $6,691-69.2% |
| Admin fee / account holder | $343 | $10,256-96.7% | $8,291-95.9% | $13,402-97.4% |