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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 | $105,232 | $110,801-5.0% | $86,615+21.5% | $167,536-37.2% |
| Participation rate | 54.2% | 75.8%-21.6pp | 71.6%-17.5pp | 82.1%-27.9pp |
| Annual return | 18.65% | 116.96%-98.3pp | 63.51%-44.9pp | 478.82%-460.2pp |
| Employer contribution / active EE | $716 | $3,245-77.9% | $2,496-71.3% | $4,839-85.2% |
| Participant deferral / active EE | $3,048 | $4,547-33.0% | $3,699-17.6% | $6,342-51.9% |
| Admin fee / account holder | $4,310 | $8,417-48.8% | $5,830-26.1% | $12,315-65.0% |