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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 | $91,246 | $121,656-25.0% | $104,614-12.8% | $158,950-42.6% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 15.33% | 465.51%-450.2pp | 340.56%-325.2pp | 302.91%-287.6pp |
| Employer contribution / active EE | $859 | $3,164-72.8% | $2,681-67.9% | $4,762-82.0% |
| Participant deferral / active EE | $860 | $4,177-79.4% | $3,739-77.0% | $5,983-85.6% |
| Admin fee / account holder | $523 | $7,775-93.3% | $6,464-91.9% | $11,248-95.4% |