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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 | $88,797 | $110,093-19.3% | $97,295-8.7% | $145,897-39.1% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.4pp | 80.3%-58.1pp |
| Annual return | 30.16% | 244.76%-214.6pp | 75.62%-45.5pp | 552.29%-522.1pp |
| Employer contribution / active EE | $537 | $3,077-82.6% | $2,723-80.3% | $4,663-88.5% |
| Participant deferral / active EE | $5,000 | $4,678+6.9% | $4,264+17.3% | $6,689-25.3% |
| Admin fee / account holder | $704 | $6,212-88.7% | $5,646-87.5% | $13,390-94.7% |