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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 | $91,520 | $102,595-10.8% | $94,057-2.7% | $154,746-40.9% |
| Participation rate | 64.7% | 76.0%-11.3pp | 73.3%-8.6pp | 80.7%-16.0pp |
| Annual return | 22.12% | 583.42%-561.3pp | 480.62%-458.5pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,475 | $3,147-53.1% | $2,933-49.7% | $4,379-66.3% |
| Participant deferral / active EE | $4,871 | $5,118-4.8% | $4,709+3.4% | $6,730-27.6% |
| Admin fee / account holder | $479 | $7,736-93.8% | $7,244-93.4% | $14,365-96.7% |