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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 | $90,614+3.2% | $76,089+22.9% | $145,877-35.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 12.84% | 623.80%-611.0pp | 360.94%-348.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,901 | $3,324-42.8% | $2,690-29.3% | $4,663-59.2% |
| Participant deferral / active EE | $4,076 | $5,168-21.1% | $4,259-4.3% | $6,691-39.1% |
| Admin fee / account holder | $486 | $8,376-94.2% | $6,418-92.4% | $13,402-96.4% |