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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 | $81,094 | $102,595-21.0% | $94,057-13.8% | $154,746-47.6% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 14.44% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $993 | $3,147-68.5% | $2,933-66.2% | $4,379-77.3% |
| Participant deferral / active EE | $3,393 | $5,118-33.7% | $4,709-28.0% | $6,730-49.6% |
| Admin fee / account holder | $954 | $7,736-87.7% | $7,244-86.8% | $14,365-93.4% |