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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 | $53,213 | $102,595-48.1% | $94,057-43.4% | $154,746-65.6% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 22.60% | 583.42%-560.8pp | 480.62%-458.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $950 | $3,147-69.8% | $2,933-67.6% | $4,379-78.3% |
| Participant deferral / active EE | $1,678 | $5,118-67.2% | $4,709-64.4% | $6,730-75.1% |
| Admin fee / account holder | $390 | $7,736-95.0% | $7,244-94.6% | $14,365-97.3% |