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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 | $111,878-61.0% | $93,727-53.4% | $145,897-70.1% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.2pp | 80.3%-41.8pp |
| Annual return | 10.48% | 204.28%-193.8pp | 133.83%-123.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $994 | $3,092-67.9% | $2,421-59.0% | $4,663-78.7% |
| Participant deferral / active EE | $4,114 | $4,920-16.4% | $4,417-6.9% | $6,689-38.5% |
| Admin fee / account holder | $1,062 | $10,256-89.6% | $8,292-87.2% | $13,390-92.1% |