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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 | $107,537 | $124,175-13.4% | $108,405-0.8% | $167,553-35.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.97% | 1380.13%-1366.2pp | 905.55%-891.6pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,358 | $4,188-67.6% | $3,559-61.8% | $4,840-71.9% |
| Participant deferral / active EE | $5,803 | $6,908-16.0% | $6,563-11.6% | $6,343-8.5% |
| Admin fee / account holder | $3,623 | $9,457-61.7% | $7,297-50.3% | $12,316-70.6% |