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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 | $122,038 | $88,815+37.4% | $81,882+49.0% | $145,897-16.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.80% | 1033.75%-1020.9pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,695 | $3,086-45.1% | $2,916-41.9% | $4,663-63.6% |
| Participant deferral / active EE | $3,433 | $4,647-26.1% | $4,323-20.6% | $6,689-48.7% |
| Admin fee / account holder | $695 | $8,434-91.8% | $7,360-90.6% | $13,390-94.8% |