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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 | $29,219 | $111,785-73.9% | $93,669-68.8% | $145,877-80.0% |
| Participation rate | 23.8% | 74.2%-50.4pp | 68.7%-44.9pp | 80.3%-56.5pp |
| Annual return | 14.36% | 203.79%-189.4pp | 133.59%-119.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $686 | $3,096-77.8% | $2,424-71.7% | $4,663-85.3% |
| Participant deferral / active EE | $1,891 | $4,919-61.6% | $4,416-57.2% | $6,691-71.7% |
| Admin fee / account holder | $855 | $10,256-91.7% | $8,291-89.7% | $13,402-93.6% |