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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 | $103,121 | $99,079+4.1% | $78,002+32.2% | $273,972-62.4% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.5%-14.0pp | 83.0%-21.5pp |
| Annual return | 4.32% | 217.93%-213.6pp | 425.99%-421.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $763 | $3,308-76.9% | $2,470-69.1% | $4,869-84.3% |
| Participant deferral / active EE | $2,728 | $4,306-36.7% | $3,497-22.0% | $5,287-48.4% |
| Admin fee / account holder | $1,011 | $8,954-88.7% | $5,481-81.5% | $10,133-90.0% |