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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 | $79,263 | $92,766-14.6% | $82,763-4.2% | $134,545-41.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | 35.03% | 946.97%-911.9pp | 702.45%-667.4pp | 418.37%-383.3pp |
| Employer contribution / active EE | $932 | $3,273-71.5% | $3,008-69.0% | $4,742-80.3% |
| Participant deferral / active EE | $1,405 | $4,802-70.7% | $4,395-68.0% | $6,401-78.0% |
| Admin fee / account holder | $794 | $5,978-86.7% | $5,325-85.1% | $11,431-93.1% |