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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 | $111,814-39.9% | $93,654-28.3% | $145,959-54.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 19.01% | 203.30%-184.3pp | 133.34%-114.3pp | 561.95%-542.9pp |
| Employer contribution / active EE | $718 | $3,092-76.8% | $2,421-70.4% | $4,661-84.6% |
| Participant deferral / active EE | $3,205 | $4,914-34.8% | $4,413-27.4% | $6,689-52.1% |
| Admin fee / account holder | $3,369 | $10,246-67.1% | $8,282-59.3% | $13,398-74.9% |