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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 | $101,426 | $149,040-31.9% | $120,225-15.6% | $137,256-26.1% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 111.01% | 605.68%-494.7pp | 439.23%-328.2pp | 220.34%-109.3pp |
| Employer contribution / active EE | $593 | $4,350-86.4% | $3,475-82.9% | $4,156-85.7% |
| Participant deferral / active EE | $4,193 | $4,655-9.9% | $3,999+4.9% | $6,407-34.5% |
| Admin fee / account holder | $340 | $6,348-94.7% | $5,696-94.0% | $12,270-97.2% |