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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 | $91,134 | $102,595-11.2% | $94,057-3.1% | $154,746-41.1% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 20.44% | 583.42%-563.0pp | 480.62%-460.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,416 | $3,147-55.0% | $2,933-51.7% | $4,379-67.7% |
| Participant deferral / active EE | $1,821 | $5,118-64.4% | $4,709-61.3% | $6,730-72.9% |
| Admin fee / account holder | $871 | $7,736-88.7% | $7,244-88.0% | $14,365-93.9% |