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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 | $22,424 | $111,814-79.9% | $93,654-76.1% | $145,959-84.6% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 14.68% | 203.30%-188.6pp | 133.34%-118.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $674 | $3,092-78.2% | $2,421-72.2% | $4,661-85.5% |
| Participant deferral / active EE | $2,566 | $4,914-47.8% | $4,413-41.9% | $6,689-61.6% |
| Admin fee / account holder | $2,484 | $10,246-75.8% | $8,282-70.0% | $13,398-81.5% |