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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 | $97,478 | $100,911-3.4% | $90,440+7.8% | $158,966-38.7% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 21.77% | 1726.62%-1704.8pp | 1294.38%-1272.6pp | 302.95%-281.2pp |
| Employer contribution / active EE | $700 | $3,690-81.0% | $3,263-78.5% | $4,762-85.3% |
| Participant deferral / active EE | $3,477 | $4,348-20.1% | $3,964-12.3% | $5,983-41.9% |
| Admin fee / account holder | $908 | $6,507-86.1% | $5,615-83.8% | $11,250-91.9% |