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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 | $94,664 | $102,595-7.7% | $94,057+0.6% | $154,746-38.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 19.53% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,202 | $3,147-61.8% | $2,933-59.0% | $4,379-72.6% |
| Participant deferral / active EE | $4,277 | $5,118-16.4% | $4,709-9.2% | $6,730-36.5% |
| Admin fee / account holder | $907 | $7,736-88.3% | $7,244-87.5% | $14,365-93.7% |