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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 | $85,100 | $106,003-19.7% | $92,236-7.7% | $147,585-42.3% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 19.67% | 50.05%-30.4pp | 176.29%-156.6pp | 578.57%-558.9pp |
| Employer contribution / active EE | $2,997 | $4,333-30.8% | $3,679-18.6% | $4,876-38.5% |
| Participant deferral / active EE | $7,935 | $4,478+77.2% | $3,897+103.6% | $5,439+45.9% |
| Admin fee / account holder | $340 | $6,333-94.6% | $5,194-93.5% | $10,885-96.9% |