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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 | $139,863 | $102,595+36.3% | $94,057+48.7% | $154,746-9.6% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 17.22% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,270 | $3,147-59.6% | $2,933-56.7% | $4,379-71.0% |
| Participant deferral / active EE | $4,275 | $5,118-16.5% | $4,709-9.2% | $6,730-36.5% |
| Admin fee / account holder | $726 | $7,736-90.6% | $7,244-90.0% | $14,365-94.9% |