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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 | $88,778+37.5% | $81,844+49.1% | $145,884-16.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.80% | 1033.03%-1020.2pp | 778.87%-766.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,695 | $3,087-45.1% | $2,916-41.9% | $4,662-63.6% |
| Participant deferral / active EE | $3,433 | $4,648-26.1% | $4,323-20.6% | $6,690-48.7% |
| Admin fee / account holder | $695 | $8,430-91.8% | $7,355-90.6% | $13,392-94.8% |