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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 | $111,785-62.0% | $93,669-54.6% | $145,877-70.8% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 16.29% | 203.79%-187.5pp | 133.59%-117.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $988 | $3,096-68.1% | $2,424-59.3% | $4,663-78.8% |
| Participant deferral / active EE | $1,942 | $4,919-60.5% | $4,416-56.0% | $6,691-71.0% |
| Admin fee / account holder | $320 | $10,256-96.9% | $8,291-96.1% | $13,402-97.6% |