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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 | $20,617 | $111,785-81.6% | $93,669-78.0% | $145,877-85.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 24.46% | 203.79%-179.3pp | 133.59%-109.1pp | 551.28%-526.8pp |
| Employer contribution / active EE | $2,694 | $3,096-13.0% | $2,424+11.1% | $4,663-42.2% |
| Participant deferral / active EE | $4,082 | $4,919-17.0% | $4,416-7.6% | $6,691-39.0% |
| Admin fee / account holder | $345 | $10,256-96.6% | $8,291-95.8% | $13,402-97.4% |