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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 | $80,566 | $150,435-46.4% | $120,580-33.2% | $145,897-44.8% |
| Participation rate | 38.9% | 78.8%-39.9pp | 72.0%-33.1pp | 80.3%-41.4pp |
| Annual return | 13.95% | 154.60%-140.6pp | 107.48%-93.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,413 | $4,352-67.5% | $3,469-59.3% | $4,663-69.7% |
| Participant deferral / active EE | $5,612 | $6,174-9.1% | $4,995+12.3% | $6,689-16.1% |
| Admin fee / account holder | $780 | $12,182-93.6% | $9,418-91.7% | $13,390-94.2% |