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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 | $32,075 | $112,131-71.4% | $95,964-66.6% | $158,982-79.8% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 15.43% | 171.19%-155.8pp | 91.64%-76.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $943 | $3,199-70.5% | $2,541-62.9% | $4,763-80.2% |
| Participant deferral / active EE | $2,627 | $4,784-45.1% | $4,167-36.9% | $5,983-56.1% |
| Admin fee / account holder | $2,469 | $10,136-75.6% | $6,797-63.7% | $11,252-78.1% |