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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 | $91,548 | $217,432-57.9% | $185,849-50.7% | $167,536-45.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.45% | 148.42%-134.0pp | 122.10%-107.6pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,313 | $5,875-77.6% | $5,169-74.6% | $4,839-72.9% |
| Participant deferral / active EE | $3,542 | $6,357-44.3% | $5,569-36.4% | $6,342-44.2% |
| Admin fee / account holder | $383 | $19,818-98.1% | $16,244-97.6% | $12,315-96.9% |