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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 | $110,093-1.8% | $97,295+11.2% | $145,897-25.9% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.9pp |
| Annual return | 9.82% | 244.76%-234.9pp | 75.62%-65.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,563 | $3,077-49.2% | $2,723-42.6% | $4,663-66.5% |
| Participant deferral / active EE | $4,276 | $4,678-8.6% | $4,264+0.3% | $6,689-36.1% |
| Admin fee / account holder | $1,596 | $6,212-74.3% | $5,646-71.7% | $13,390-88.1% |