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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 | $17,711 | $111,814-84.2% | $93,654-81.1% | $145,959-87.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 14.17% | 203.30%-189.1pp | 133.34%-119.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $799 | $3,092-74.2% | $2,421-67.0% | $4,661-82.9% |
| Participant deferral / active EE | $1,231 | $4,914-74.9% | $4,413-72.1% | $6,689-81.6% |
| Admin fee / account holder | $1,343 | $10,246-86.9% | $8,282-83.8% | $13,398-90.0% |