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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 | $104,109 | $154,754-32.7% | $124,206-16.2% | $138,895-25.0% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 16.30% | 709.28%-693.0pp | 515.27%-499.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $968 | $4,446-78.2% | $3,540-72.7% | $4,194-76.9% |
| Participant deferral / active EE | $2,781 | $4,621-39.8% | $3,968-29.9% | $6,396-56.5% |
| Admin fee / account holder | $433 | $6,690-93.5% | $5,929-92.7% | $12,562-96.6% |