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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 | $92,304 | $102,595-10.0% | $94,057-1.9% | $154,746-40.4% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 12.86% | 583.42%-570.6pp | 480.62%-467.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $858 | $3,147-72.7% | $2,933-70.7% | $4,379-80.4% |
| Participant deferral / active EE | $1,717 | $5,118-66.5% | $4,709-63.5% | $6,730-74.5% |
| Admin fee / account holder | $3,317 | $7,736-57.1% | $7,244-54.2% | $14,365-76.9% |