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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 | $113,796 | $105,145+8.2% | $94,664+20.2% | $139,466-18.4% |
| Participation rate | 65.0% | 82.4%-17.4pp | 80.8%-15.8pp | 80.3%-15.3pp |
| Annual return | 22.87% | 38.09%-15.2pp | 156.84%-134.0pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,295 | $4,107-68.5% | $3,673-64.7% | $4,754-72.8% |
| Participant deferral / active EE | $3,472 | $7,599-54.3% | $7,417-53.2% | $6,712-48.3% |
| Admin fee / account holder | $1,268 | $8,972-85.9% | $7,222-82.4% | $11,409-88.9% |