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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 | $25,373 | $111,878-77.3% | $93,727-72.9% | $145,897-82.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.9pp |
| Annual return | 15.63% | 204.28%-188.6pp | 133.83%-118.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $657 | $3,092-78.8% | $2,421-72.9% | $4,663-85.9% |
| Participant deferral / active EE | $3,104 | $4,920-36.9% | $4,417-29.7% | $6,689-53.6% |
| Admin fee / account holder | $782 | $10,256-92.4% | $8,292-90.6% | $13,390-94.2% |