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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 | $111,830-73.6% | $93,696-68.4% | $145,884-79.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 15.41% | 204.08%-188.7pp | 133.74%-118.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $930 | $3,093-69.9% | $2,422-61.6% | $4,662-80.1% |
| Participant deferral / active EE | $2,118 | $4,920-57.0% | $4,417-52.1% | $6,690-68.3% |
| Admin fee / account holder | $1,252 | $10,249-87.8% | $8,287-84.9% | $13,392-90.6% |