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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 | $23,956 | $109,411-78.1% | $89,435-73.2% | $158,982-84.9% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.0%-21.3pp | 82.0%-35.3pp |
| Annual return | 26.38% | 345.68%-319.3pp | 245.55%-219.2pp | 302.99%-276.6pp |
| Employer contribution / active EE | $499 | $3,173-84.3% | $2,587-80.7% | $4,763-89.5% |
| Participant deferral / active EE | $1,310 | $4,600-71.5% | $3,890-66.3% | $5,983-78.1% |
| Admin fee / account holder | $6,515 | $6,159+5.8% | $4,884+33.4% | $11,252-42.1% |