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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 | $57,177 | $111,787-48.9% | $93,681-39.0% | $145,978-60.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 14.36% | 203.52%-189.2pp | 133.47%-119.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $917 | $3,093-70.4% | $2,422-62.2% | $4,662-80.3% |
| Participant deferral / active EE | $3,328 | $4,918-32.3% | $4,415-24.6% | $6,690-50.2% |
| Admin fee / account holder | $1,333 | $10,256-87.0% | $8,290-83.9% | $13,400-90.1% |