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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 | $43,670 | $111,785-60.9% | $93,669-53.4% | $145,877-70.1% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 10.48% | 203.79%-193.3pp | 133.59%-123.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $994 | $3,096-67.9% | $2,424-59.0% | $4,663-78.7% |
| Participant deferral / active EE | $4,114 | $4,919-16.4% | $4,416-6.8% | $6,691-38.5% |
| Admin fee / account holder | $1,062 | $10,256-89.6% | $8,291-87.2% | $13,402-92.1% |