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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 | $43,025 | $111,785-61.5% | $93,669-54.1% | $145,877-70.5% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 16.37% | 203.79%-187.4pp | 133.59%-117.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $798 | $3,096-74.2% | $2,424-67.1% | $4,663-82.9% |
| Participant deferral / active EE | $3,479 | $4,919-29.3% | $4,416-21.2% | $6,691-48.0% |
| Admin fee / account holder | $339 | $10,256-96.7% | $8,291-95.9% | $13,402-97.5% |