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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 | $93,015 | $85,766+8.5% | $136,298-31.8% | $70,126+32.6% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 19.77% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $854 | $2,966-71.2% | $4,696-81.8% | $2,343-63.6% |
| Participant deferral / active EE | $3,202 | $5,051-36.6% | $6,247-48.7% | $3,332-3.9% |
| Admin fee / account holder | $6,636 | $5,421+22.4% | $9,244-28.2% | $4,645+42.9% |