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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 | $97,708 | $108,685-10.1% | $74,719+30.8% | $152,885-36.1% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.5%-45.0pp |
| Annual return | 7.73% | 114.09%-106.4pp | 753.05%-745.3pp | 345.39%-337.7pp |
| Employer contribution / active EE | $101 | $1,504-93.3% | $1,084-90.7% | $4,763-97.9% |
| Participant deferral / active EE | $101 | $2,712-96.3% | $1,963-94.9% | $5,851-98.3% |
| Admin fee / account holder | $1,473 | $4,905-70.0% | $3,334-55.8% | $11,598-87.3% |