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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 | $92,327 | $99,995-7.7% | $85,063+8.5% | $145,978-36.8% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 8.34% | 83.99%-75.7pp | 66.54%-58.2pp | 550.52%-542.2pp |
| Employer contribution / active EE | $813 | $3,231-74.8% | $2,727-70.2% | $4,662-82.6% |
| Participant deferral / active EE | $2,597 | $5,295-51.0% | $4,523-42.6% | $6,690-61.2% |
| Admin fee / account holder | $1,188 | $7,255-83.6% | $6,155-80.7% | $13,400-91.1% |