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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 | $126,101 | $125,237+0.7% | $105,608+19.4% | $145,877-13.6% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.94% | 225.76%-214.8pp | 116.50%-105.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $991 | $3,720-73.4% | $3,167-68.7% | $4,663-78.7% |
| Participant deferral / active EE | $2,730 | $5,711-52.2% | $5,010-45.5% | $6,691-59.2% |
| Admin fee / account holder | $74,193 | $17,287+329.2% | $11,028+572.8% | $13,402+453.6% |