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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 | $106,716 | $107,941-1.1% | $91,994+16.0% | $152,897-30.2% |
| Participation rate | 63.6% | 81.2%-17.6pp | 78.6%-15.0pp | 82.5%-18.8pp |
| Annual return | 102.72% | 89.28%+13.4pp | 69.04%+33.7pp | 345.43%-242.7pp |
| Employer contribution / active EE | $1,658 | $4,212-60.6% | $3,453-52.0% | $4,764-65.2% |
| Participant deferral / active EE | $2,854 | $6,366-55.2% | $5,924-51.8% | $5,851-51.2% |
| Admin fee / account holder | $2,059 | $10,521-80.4% | $7,744-73.4% | $11,599-82.2% |