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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 | $28,207 | $111,878-74.8% | $93,727-69.9% | $145,897-80.7% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 20.12% | 204.28%-184.2pp | 133.83%-113.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $843 | $3,092-72.7% | $2,421-65.2% | $4,663-81.9% |
| Participant deferral / active EE | $2,113 | $4,920-57.0% | $4,417-52.2% | $6,689-68.4% |
| Admin fee / account holder | $732 | $10,256-92.9% | $8,292-91.2% | $13,390-94.5% |