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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 | $18,737 | $111,785-83.2% | $93,669-80.0% | $145,877-87.2% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 11.69% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $842 | $3,096-72.8% | $2,424-65.3% | $4,663-81.9% |
| Participant deferral / active EE | $1,195 | $4,919-75.7% | $4,416-72.9% | $6,691-82.1% |
| Admin fee / account holder | $4,866 | $10,256-52.6% | $8,291-41.3% | $13,402-63.7% |