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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 | $92,884 | $102,595-9.5% | $94,057-1.2% | $154,746-40.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 13.26% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $622 | $3,147-80.2% | $2,933-78.8% | $4,379-85.8% |
| Participant deferral / active EE | $3,259 | $5,118-36.3% | $4,709-30.8% | $6,730-51.6% |
| Admin fee / account holder | $19,670 | $7,736+154.3% | $7,244+171.5% | $14,365+36.9% |