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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 | $127,027 | $167,030-23.9% | $135,768-6.4% | $155,188-18.1% |
| Participation rate | 14.3% | 76.2%-61.9pp | 71.1%-56.8pp | 80.8%-66.5pp |
| Annual return | 21.78% | 678.39%-656.6pp | 526.10%-504.3pp | 148.84%-127.1pp |
| Employer contribution / active EE | $353 | $4,132-91.5% | $3,394-89.6% | $4,248-91.7% |
| Participant deferral / active EE | $656 | $4,528-85.5% | $3,977-83.5% | $6,531-90.0% |
| Admin fee / account holder | $499 | $8,172-93.9% | $7,048-92.9% | $14,480-96.6% |