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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 | $124,486 | $149,040-16.5% | $120,225+3.5% | $137,256-9.3% |
| Participation rate | 20.0% | 75.4%-55.4pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 12.05% | 605.68%-593.6pp | 439.23%-427.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $368 | $4,350-91.5% | $3,475-89.4% | $4,156-91.1% |
| Participant deferral / active EE | $421 | $4,655-91.0% | $3,999-89.5% | $6,407-93.4% |
| Admin fee / account holder | $4,126 | $6,348-35.0% | $5,696-27.6% | $12,270-66.4% |