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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 | $130,181 | $167,030-22.1% | $135,768-4.1% | $155,188-16.1% |
| Participation rate | 46.2% | 76.2%-30.0pp | 71.1%-24.9pp | 80.8%-34.6pp |
| Annual return | 11.27% | 678.39%-667.1pp | 526.10%-514.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $500 | $4,132-87.9% | $3,394-85.3% | $4,248-88.2% |
| Participant deferral / active EE | $1,969 | $4,528-56.5% | $3,977-50.5% | $6,531-69.9% |
| Admin fee / account holder | $1,823 | $8,172-77.7% | $7,048-74.1% | $14,480-87.4% |