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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 | $108,158 | $109,967-1.6% | $97,197+11.3% | $145,877-25.9% |
| Participation rate | 45.5% | 76.0%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 9.82% | 244.27%-234.5pp | 75.47%-65.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,563 | $3,077-49.2% | $2,723-42.6% | $4,663-66.5% |
| Participant deferral / active EE | $4,276 | $4,676-8.6% | $4,263+0.3% | $6,691-36.1% |
| Admin fee / account holder | $1,596 | $6,199-74.3% | $5,637-71.7% | $13,402-88.1% |