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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 | $44,299 | $111,830-60.4% | $93,696-52.7% | $145,884-69.6% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 9.76% | 204.08%-194.3pp | 133.74%-124.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $726 | $3,093-76.5% | $2,422-70.0% | $4,662-84.4% |
| Participant deferral / active EE | $6,081 | $4,920+23.6% | $4,417+37.7% | $6,690-9.1% |
| Admin fee / account holder | $2,712 | $10,249-73.5% | $8,287-67.3% | $13,392-79.7% |