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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 | $109,945 | $107,363+2.4% | $92,909+18.3% | $152,897-28.1% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.5%-14.0pp |
| Annual return | 19.27% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,243 | $4,222-70.6% | $3,653-66.0% | $4,764-73.9% |
| Participant deferral / active EE | $2,297 | $4,848-52.6% | $4,238-45.8% | $5,851-60.7% |
| Admin fee / account holder | $5,176 | $7,082-26.9% | $5,795-10.7% | $11,599-55.4% |