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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 | $169,161-18.1% | $129,295+7.1% | $145,959-5.1% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 10.23% | 14348.07%-14337.8pp | 9429.28%-9419.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $321 | $5,543-94.2% | $4,157-92.3% | $4,661-93.1% |
| Participant deferral / active EE | $647 | $4,989-87.0% | $4,169-84.5% | $6,689-90.3% |
| Admin fee / account holder | $5,737 | $9,878-41.9% | $7,665-25.2% | $13,398-57.2% |