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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 | $100,783 | $100,911-0.1% | $90,440+11.4% | $158,966-36.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 14.17% | 1726.62%-1712.5pp | 1294.38%-1280.2pp | 302.95%-288.8pp |
| Employer contribution / active EE | $782 | $3,690-78.8% | $3,263-76.0% | $4,762-83.6% |
| Participant deferral / active EE | $782 | $4,348-82.0% | $3,964-80.3% | $5,983-86.9% |
| Admin fee / account holder | $9,626 | $6,507+47.9% | $5,615+71.4% | $11,250-14.4% |