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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 | $97,030 | $111,785-13.2% | $93,669+3.6% | $145,877-33.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 13.14% | 203.79%-190.6pp | 133.59%-120.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,697 | $3,096-45.2% | $2,424-30.0% | $4,663-63.6% |
| Participant deferral / active EE | $6,692 | $4,919+36.1% | $4,416+51.6% | $6,6910% |
| Admin fee / account holder | $408 | $10,256-96.0% | $8,291-95.1% | $13,402-97.0% |