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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 | $68,883 | $103,038-33.1% | $90,324-23.7% | $152,909-55.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 26.05% | 95.25%-69.2pp | 78.15%-52.1pp | 345.46%-319.4pp |
| Employer contribution / active EE | $934 | $3,141-70.3% | $2,856-67.3% | $4,764-80.4% |
| Participant deferral / active EE | $1,404 | $4,282-67.2% | $3,885-63.9% | $5,851-76.0% |
| Admin fee / account holder | $10,690 | $6,177+73.1% | $5,356+99.6% | $11,601-7.9% |