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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 | $26,316 | $111,878-76.5% | $93,727-71.9% | $145,897-82.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 14.15% | 204.28%-190.1pp | 133.83%-119.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,185 | $3,092-61.7% | $2,421-51.0% | $4,663-74.6% |
| Participant deferral / active EE | $2,085 | $4,920-57.6% | $4,417-52.8% | $6,689-68.8% |
| Admin fee / account holder | $505 | $10,256-95.1% | $8,292-93.9% | $13,390-96.2% |