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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 | $83,120 | $102,595-19.0% | $94,057-11.6% | $154,746-46.3% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 17.41% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $721 | $3,147-77.1% | $2,933-75.4% | $4,379-83.5% |
| Participant deferral / active EE | $1,795 | $5,118-64.9% | $4,709-61.9% | $6,730-73.3% |
| Admin fee / account holder | $309 | $7,736-96.0% | $7,244-95.7% | $14,365-97.8% |