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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 | $99,100 | $112,131-11.6% | $95,964+3.3% | $158,982-37.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 29.33% | 171.19%-141.9pp | 91.64%-62.3pp | 302.99%-273.7pp |
| Employer contribution / active EE | $772 | $3,199-75.9% | $2,541-69.6% | $4,763-83.8% |
| Participant deferral / active EE | $1,794 | $4,784-62.5% | $4,167-56.9% | $5,983-70.0% |
| Admin fee / account holder | $810 | $10,136-92.0% | $6,797-88.1% | $11,252-92.8% |