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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 | $97,889 | $177,353-44.8% | $158,226-38.1% | $198,609-50.7% |
| Participation rate | 42.9% | 77.0%-34.2pp | 74.8%-32.0pp | 82.4%-39.5pp |
| Annual return | 14.60% | 599.50%-584.9pp | 501.41%-486.8pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,368 | $3,239-57.7% | $2,986-54.2% | $5,055-72.9% |
| Participant deferral / active EE | $1,536 | $4,615-66.7% | $4,317-64.4% | $6,977-78.0% |
| Admin fee / account holder | $1,194 | $10,960-89.1% | $10,217-88.3% | $19,030-93.7% |