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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 | $26,114 | $111,878-76.7% | $93,727-72.1% | $145,897-82.1% |
| Participation rate | 59.1% | 74.2%-15.1pp | 68.7%-9.6pp | 80.3%-21.2pp |
| Annual return | 14.02% | 204.28%-190.3pp | 133.83%-119.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $956 | $3,092-69.1% | $2,421-60.5% | $4,663-79.5% |
| Participant deferral / active EE | $3,321 | $4,920-32.5% | $4,417-24.8% | $6,689-50.4% |
| Admin fee / account holder | $4,479 | $10,256-56.3% | $8,292-46.0% | $13,390-66.6% |