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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 | $35,139 | $125,190-71.9% | $105,624-66.7% | $145,897-75.9% |
| Participation rate | 41.2% | 77.6%-36.5pp | 75.3%-34.1pp | 80.3%-39.1pp |
| Annual return | 11.95% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.3pp |
| Employer contribution / active EE | $969 | $3,720-73.9% | $3,168-69.4% | $4,663-79.2% |
| Participant deferral / active EE | $2,231 | $5,716-61.0% | $5,013-55.5% | $6,689-66.6% |
| Admin fee / account holder | $7,175 | $17,138-58.1% | $10,961-34.5% | $13,390-46.4% |