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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 | $87,102 | $114,093-23.7% | $96,171-9.4% | $167,536-48.0% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 9.31% | 190.00%-180.7pp | 192.04%-182.7pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,185 | $3,429-65.5% | $2,799-57.7% | $4,839-75.5% |
| Participant deferral / active EE | $6,500 | $5,197+25.1% | $4,350+49.4% | $6,342+2.5% |
| Admin fee / account holder | $968 | $6,899-86.0% | $5,538-82.5% | $12,315-92.1% |