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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 | $103,226 | $159,934-35.5% | $147,005-29.8% | $145,959-29.3% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 12.92% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,176 | $5,287-77.8% | $4,934-76.2% | $4,661-74.8% |
| Participant deferral / active EE | $3,008 | $8,427-64.3% | $8,070-62.7% | $6,689-55.0% |
| Admin fee / account holder | $9,023 | $15,053-40.1% | $13,006-30.6% | $13,398-32.7% |