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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 | $35,380 | $111,787-68.4% | $93,681-62.2% | $145,978-75.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.12% | 203.52%-190.4pp | 133.47%-120.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $660 | $3,093-78.7% | $2,422-72.8% | $4,662-85.8% |
| Participant deferral / active EE | $1,575 | $4,918-68.0% | $4,415-64.3% | $6,690-76.5% |
| Admin fee / account holder | $356 | $10,256-96.5% | $8,290-95.7% | $13,400-97.3% |