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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 | $108,888 | $125,237-13.1% | $105,608+3.1% | $145,877-25.4% |
| Participation rate | 45.5% | 77.7%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 10.04% | 225.76%-215.7pp | 116.50%-106.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,510 | $3,720-59.4% | $3,167-52.3% | $4,663-67.6% |
| Participant deferral / active EE | $2,370 | $5,711-58.5% | $5,010-52.7% | $6,691-64.6% |
| Admin fee / account holder | $700 | $17,287-96.0% | $11,028-93.7% | $13,402-94.8% |