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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 | $94,500 | $125,237-24.5% | $105,608-10.5% | $145,877-35.2% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 10.72% | 225.76%-215.0pp | 116.50%-105.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,067 | $3,720-71.3% | $3,167-66.3% | $4,663-77.1% |
| Participant deferral / active EE | $4,226 | $5,711-26.0% | $5,010-15.6% | $6,691-36.8% |
| Admin fee / account holder | $1,041 | $17,287-94.0% | $11,028-90.6% | $13,402-92.2% |