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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 | $111,830-40.0% | $93,696-28.3% | $145,884-54.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 19.01% | 204.08%-185.1pp | 133.74%-114.7pp | 551.85%-532.8pp |
| Employer contribution / active EE | $718 | $3,093-76.8% | $2,422-70.4% | $4,662-84.6% |
| Participant deferral / active EE | $3,205 | $4,920-34.9% | $4,417-27.4% | $6,690-52.1% |
| Admin fee / account holder | $3,369 | $10,249-67.1% | $8,287-59.3% | $13,392-74.8% |