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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 | $27,617 | $111,878-75.3% | $93,727-70.5% | $145,897-81.1% |
| Participation rate | 42.1% | 74.2%-32.1pp | 68.7%-26.6pp | 80.3%-38.2pp |
| Annual return | 10.13% | 204.28%-194.1pp | 133.83%-123.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $989 | $3,092-68.0% | $2,421-59.1% | $4,663-78.8% |
| Participant deferral / active EE | $1,998 | $4,920-59.4% | $4,417-54.8% | $6,689-70.1% |
| Admin fee / account holder | $1,252 | $10,256-87.8% | $8,292-84.9% | $13,390-90.7% |