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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 | $99,998 | $111,830-10.6% | $93,696+6.7% | $145,884-31.5% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.6pp |
| Annual return | 12.10% | 204.08%-192.0pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,961 | $3,093-36.6% | $2,422-19.0% | $4,662-57.9% |
| Participant deferral / active EE | $5,337 | $4,920+8.5% | $4,417+20.8% | $6,690-20.2% |
| Admin fee / account holder | $4,932 | $10,249-51.9% | $8,287-40.5% | $13,392-63.2% |