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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 | $138,462 | $169,356-18.2% | $129,406+7.0% | $145,897-5.1% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 10.23% | 14418.62%-14408.4pp | 9468.18%-9458.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $321 | $5,542-94.2% | $4,155-92.3% | $4,663-93.1% |
| Participant deferral / active EE | $647 | $4,987-87.0% | $4,167-84.5% | $6,689-90.3% |
| Admin fee / account holder | $5,737 | $9,915-42.1% | $7,689-25.4% | $13,390-57.2% |