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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 | $67,153 | $111,878-40.0% | $93,727-28.4% | $145,897-54.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 19.01% | 204.28%-185.3pp | 133.83%-114.8pp | 552.29%-533.3pp |
| Employer contribution / active EE | $718 | $3,092-76.8% | $2,421-70.4% | $4,663-84.6% |
| Participant deferral / active EE | $3,205 | $4,920-34.9% | $4,417-27.4% | $6,689-52.1% |
| Admin fee / account holder | $3,369 | $10,256-67.2% | $8,292-59.4% | $13,390-74.8% |