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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 | $49,335 | $111,878-55.9% | $93,727-47.4% | $145,897-66.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 14.05% | 204.28%-190.2pp | 133.83%-119.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $912 | $3,092-70.5% | $2,421-62.4% | $4,663-80.5% |
| Participant deferral / active EE | $4,237 | $4,920-13.9% | $4,417-4.1% | $6,689-36.7% |
| Admin fee / account holder | $3,232 | $10,256-68.5% | $8,292-61.0% | $13,390-75.9% |