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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 | $96,866 | $102,595-5.6% | $94,057+3.0% | $154,746-37.4% |
| Participation rate | 43.8% | 76.0%-32.2pp | 73.3%-29.6pp | 80.7%-37.0pp |
| Annual return | 15.36% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $838 | $3,147-73.4% | $2,933-71.4% | $4,379-80.9% |
| Participant deferral / active EE | $3,251 | $5,118-36.5% | $4,709-31.0% | $6,730-51.7% |
| Admin fee / account holder | $3,805 | $7,736-50.8% | $7,244-47.5% | $14,365-73.5% |