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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 | $28,188 | $90,614-68.9% | $76,089-63.0% | $145,877-80.7% |
| Participation rate | 52.2% | 74.5%-22.3pp | 69.1%-16.9pp | 80.3%-28.1pp |
| Annual return | 9.96% | 623.80%-613.8pp | 360.94%-351.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $825 | $3,324-75.2% | $2,690-69.3% | $4,663-82.3% |
| Participant deferral / active EE | $2,980 | $5,168-42.3% | $4,259-30.0% | $6,691-55.5% |
| Admin fee / account holder | $1,902 | $8,376-77.3% | $6,418-70.4% | $13,402-85.8% |