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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 | $14,666 | $111,785-86.9% | $93,669-84.3% | $145,877-89.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 14.27% | 203.79%-189.5pp | 133.59%-119.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $850 | $3,096-72.5% | $2,424-64.9% | $4,663-81.8% |
| Participant deferral / active EE | $3,128 | $4,919-36.4% | $4,416-29.2% | $6,691-53.3% |
| Admin fee / account holder | $1,412 | $10,256-86.2% | $8,291-83.0% | $13,402-89.5% |