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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 | $67,205 | $111,830-39.9% | $93,696-28.3% | $145,884-53.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 13.42% | 204.08%-190.7pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,163 | $3,093-62.4% | $2,422-52.0% | $4,662-75.1% |
| Participant deferral / active EE | $7,635 | $4,920+55.2% | $4,417+72.9% | $6,690+14.1% |
| Admin fee / account holder | $698 | $10,249-93.2% | $8,287-91.6% | $13,392-94.8% |