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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 | $86,101 | $90,691-5.1% | $76,119+13.1% | $145,884-41.0% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.16% | 624.52%-610.4pp | 361.25%-347.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,055 | $3,329-68.3% | $2,693-60.8% | $4,662-77.4% |
| Participant deferral / active EE | $1,773 | $5,167-65.7% | $4,259-58.4% | $6,690-73.5% |
| Admin fee / account holder | $3,237 | $8,383-61.4% | $6,421-49.6% | $13,392-75.8% |