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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 | $86,356 | $102,595-15.8% | $94,057-8.2% | $154,746-44.2% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 16.29% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,365 | $3,147-56.6% | $2,933-53.5% | $4,379-68.8% |
| Participant deferral / active EE | $10,123 | $5,118+97.8% | $4,709+115.0% | $6,730+50.4% |
| Admin fee / account holder | $310 | $7,736-96.0% | $7,244-95.7% | $14,365-97.8% |