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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 | $29,567 | $111,785-73.5% | $93,669-68.4% | $145,877-79.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 15.41% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $930 | $3,096-70.0% | $2,424-61.6% | $4,663-80.1% |
| Participant deferral / active EE | $2,118 | $4,919-56.9% | $4,416-52.0% | $6,691-68.3% |
| Admin fee / account holder | $1,252 | $10,256-87.8% | $8,291-84.9% | $13,402-90.7% |