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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 | $21,590 | $111,878-80.7% | $93,727-77.0% | $145,897-85.2% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 15.81% | 204.28%-188.5pp | 133.83%-118.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $895 | $3,092-71.0% | $2,421-63.0% | $4,663-80.8% |
| Participant deferral / active EE | $3,554 | $4,920-27.8% | $4,417-19.5% | $6,689-46.9% |
| Admin fee / account holder | $323 | $10,256-96.8% | $8,292-96.1% | $13,390-97.6% |