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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 | $82,201 | $102,595-19.9% | $94,057-12.6% | $154,746-46.9% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 80.7%-27.4pp |
| Annual return | 13.07% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $346 | $3,147-89.0% | $2,933-88.2% | $4,379-92.1% |
| Participant deferral / active EE | $2,007 | $5,118-60.8% | $4,709-57.4% | $6,730-70.2% |
| Admin fee / account holder | $1,921 | $7,736-75.2% | $7,244-73.5% | $14,365-86.6% |