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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 | $121,731 | $105,158+15.8% | $94,672+28.6% | $139,487-12.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 22.16% | 38.11%-15.9pp | 156.89%-134.7pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,374 | $4,107-66.5% | $3,673-62.6% | $4,755-71.1% |
| Participant deferral / active EE | $3,244 | $7,599-57.3% | $7,417-56.3% | $6,713-51.7% |
| Admin fee / account holder | $4,191 | $8,972-53.3% | $7,222-42.0% | $11,407-63.3% |