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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 | $111,878-81.6% | $93,727-78.0% | $145,897-85.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 24.46% | 204.28%-179.8pp | 133.83%-109.4pp | 552.29%-527.8pp |
| Employer contribution / active EE | $2,694 | $3,092-12.9% | $2,421+11.2% | $4,663-42.2% |
| Participant deferral / active EE | $4,082 | $4,920-17.0% | $4,417-7.6% | $6,689-39.0% |
| Admin fee / account holder | $345 | $10,256-96.6% | $8,292-95.8% | $13,390-97.4% |