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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 | $89,255 | $149,040-40.1% | $120,225-25.8% | $137,256-35.0% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 15.22% | 605.68%-590.5pp | 439.23%-424.0pp | 220.34%-205.1pp |
| Employer contribution / active EE | $333 | $4,350-92.3% | $3,475-90.4% | $4,156-92.0% |
| Participant deferral / active EE | $2,295 | $4,655-50.7% | $3,999-42.6% | $6,407-64.2% |
| Admin fee / account holder | $353 | $6,348-94.4% | $5,696-93.8% | $12,270-97.1% |