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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 | $125,953 | $103,038+22.2% | $90,324+39.4% | $152,909-17.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 26.82% | 95.25%-68.4pp | 78.15%-51.3pp | 345.46%-318.6pp |
| Employer contribution / active EE | $1,100 | $3,141-65.0% | $2,856-61.5% | $4,764-76.9% |
| Participant deferral / active EE | $2,324 | $4,282-45.7% | $3,885-40.2% | $5,851-60.3% |
| Admin fee / account holder | $624 | $6,177-89.9% | $5,356-88.4% | $11,601-94.6% |