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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 | $42,528 | $111,878-62.0% | $93,727-54.6% | $145,897-70.9% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.9pp |
| Annual return | 16.29% | 204.28%-188.0pp | 133.83%-117.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $988 | $3,092-68.1% | $2,421-59.2% | $4,663-78.8% |
| Participant deferral / active EE | $1,942 | $4,920-60.5% | $4,417-56.0% | $6,689-71.0% |
| Admin fee / account holder | $320 | $10,256-96.9% | $8,292-96.1% | $13,390-97.6% |