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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 | $93,542 | $90,530+3.3% | $76,030+23.0% | $145,897-35.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 12.84% | 625.08%-612.2pp | 361.54%-348.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,901 | $3,319-42.7% | $2,688-29.3% | $4,663-59.2% |
| Participant deferral / active EE | $4,076 | $5,164-21.1% | $4,257-4.2% | $6,689-39.1% |
| Admin fee / account holder | $486 | $8,383-94.2% | $6,421-92.4% | $13,390-96.4% |