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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 | $101,042 | $111,785-9.6% | $93,669+7.9% | $145,877-30.7% |
| Participation rate | 60.9% | 74.2%-13.4pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 10.11% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,145 | $3,096-63.0% | $2,424-52.8% | $4,663-75.4% |
| Participant deferral / active EE | $3,885 | $4,919-21.0% | $4,416-12.0% | $6,691-41.9% |
| Admin fee / account holder | $1,976 | $10,256-80.7% | $8,291-76.2% | $13,402-85.3% |