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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 | $107,126 | $118,695-9.7% | $98,916+8.3% | $158,950-32.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 52.75% | 372.39%-319.6pp | 196.45%-143.7pp | 302.91%-250.2pp |
| Employer contribution / active EE | $1,046 | $3,333-68.6% | $2,689-61.1% | $4,762-78.0% |
| Participant deferral / active EE | $1,411 | $5,088-72.3% | $4,245-66.8% | $5,983-76.4% |
| Admin fee / account holder | $1,472 | $10,132-85.5% | $6,642-77.8% | $11,248-86.9% |