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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 | $63,921 | $111,814-42.8% | $93,654-31.7% | $145,959-56.2% |
| Participation rate | 9.5% | 74.2%-64.7pp | 68.7%-59.2pp | 80.3%-70.8pp |
| Annual return | 10.62% | 203.30%-192.7pp | 133.34%-122.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $738 | $3,092-76.1% | $2,421-69.5% | $4,661-84.2% |
| Participant deferral / active EE | $2,194 | $4,914-55.4% | $4,413-50.3% | $6,689-67.2% |
| Admin fee / account holder | $738 | $10,246-92.8% | $8,282-91.1% | $13,398-94.5% |