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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 | $122,217 | $110,801+10.3% | $86,868+40.7% | $167,518-27.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 10.93% | 117.00%-106.1pp | 63.53%-52.6pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,579 | $3,245-51.3% | $2,496-36.7% | $4,838-67.4% |
| Participant deferral / active EE | $3,376 | $4,547-25.8% | $3,699-8.8% | $6,342-46.8% |
| Admin fee / account holder | $2,673 | $8,417-68.2% | $5,829-54.1% | $12,312-78.3% |