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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 | $154,754-34.5% | $124,206-18.3% | $138,895-27.0% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 111.01% | 709.28%-598.3pp | 515.27%-404.3pp | 145.39%-34.4pp |
| Employer contribution / active EE | $593 | $4,446-86.7% | $3,540-83.2% | $4,194-85.9% |
| Participant deferral / active EE | $4,193 | $4,621-9.3% | $3,968+5.7% | $6,396-34.4% |
| Admin fee / account holder | $340 | $6,690-94.9% | $5,929-94.3% | $12,562-97.3% |