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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 | $87,128 | $102,595-15.1% | $94,057-7.4% | $154,746-43.7% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 14.01% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,091 | $3,147-65.3% | $2,933-62.8% | $4,379-75.1% |
| Participant deferral / active EE | $2,577 | $5,118-49.6% | $4,709-45.3% | $6,730-61.7% |
| Admin fee / account holder | $1,252 | $7,736-83.8% | $7,244-82.7% | $14,365-91.3% |