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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 | $42,976 | $111,785-61.6% | $93,669-54.1% | $145,877-70.5% |
| Participation rate | 61.9% | 74.2%-12.3pp | 68.7%-6.8pp | 80.3%-18.4pp |
| Annual return | 11.08% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $592 | $3,096-80.9% | $2,424-75.6% | $4,663-87.3% |
| Participant deferral / active EE | $2,807 | $4,919-42.9% | $4,416-36.4% | $6,691-58.1% |
| Admin fee / account holder | $6,227 | $10,256-39.3% | $8,291-24.9% | $13,402-53.5% |