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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 | $93,592 | $100,895-7.2% | $90,430+3.5% | $158,950-41.1% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.7%-16.4pp | 82.0%-25.7pp |
| Annual return | 14.54% | 1725.54%-1711.0pp | 1293.73%-1279.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $485 | $3,689-86.9% | $3,262-85.1% | $4,762-89.8% |
| Participant deferral / active EE | $4,023 | $4,347-7.4% | $3,963+1.5% | $5,983-32.7% |
| Admin fee / account holder | $409 | $6,505-93.7% | $5,613-92.7% | $11,248-96.4% |