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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 | $108,544 | $106,008+2.4% | $92,240+17.7% | $147,586-26.5% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 12.93% | 50.05%-37.1pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,049 | $4,333-75.8% | $3,680-71.5% | $4,876-78.5% |
| Participant deferral / active EE | $3,016 | $4,478-32.6% | $3,897-22.6% | $5,439-44.5% |
| Admin fee / account holder | $3,002 | $6,333-52.6% | $5,194-42.2% | $10,886-72.4% |