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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 | $167,030-39.3% | $135,768-25.3% | $155,188-34.6% |
| Participation rate | 33.3% | 76.2%-42.8pp | 71.1%-37.7pp | 80.8%-47.5pp |
| Annual return | 111.01% | 678.39%-567.4pp | 526.10%-415.1pp | 148.84%-37.8pp |
| Employer contribution / active EE | $593 | $4,132-85.7% | $3,394-82.5% | $4,248-86.0% |
| Participant deferral / active EE | $4,193 | $4,528-7.4% | $3,977+5.4% | $6,531-35.8% |
| Admin fee / account holder | $340 | $8,172-95.8% | $7,048-95.2% | $14,480-97.7% |