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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 | $42,097 | $118,708-64.5% | $98,920-57.4% | $158,982-73.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 13.18% | 372.49%-359.3pp | 196.47%-183.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $776 | $3,334-76.7% | $2,689-71.1% | $4,763-83.7% |
| Participant deferral / active EE | $2,194 | $5,089-56.9% | $4,245-48.3% | $5,983-63.3% |
| Admin fee / account holder | $1,740 | $10,134-82.8% | $6,643-73.8% | $11,252-84.5% |