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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 | $27,928 | $111,878-75.0% | $93,727-70.2% | $145,897-80.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 24.14% | 204.28%-180.1pp | 133.83%-109.7pp | 552.29%-528.2pp |
| Employer contribution / active EE | $642 | $3,092-79.2% | $2,421-73.5% | $4,663-86.2% |
| Participant deferral / active EE | $2,005 | $4,920-59.2% | $4,417-54.6% | $6,689-70.0% |
| Admin fee / account holder | $1,055 | $10,256-89.7% | $8,292-87.3% | $13,390-92.1% |