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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 | $111,878-42.9% | $93,727-31.8% | $145,897-56.2% |
| Participation rate | 9.5% | 74.2%-64.7pp | 68.7%-59.2pp | 80.3%-70.8pp |
| Annual return | 10.62% | 204.28%-193.7pp | 133.83%-123.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $738 | $3,092-76.1% | $2,421-69.5% | $4,663-84.2% |
| Participant deferral / active EE | $2,194 | $4,920-55.4% | $4,417-50.3% | $6,689-67.2% |
| Admin fee / account holder | $738 | $10,256-92.8% | $8,292-91.1% | $13,390-94.5% |