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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 | $59,853 | $111,878-46.5% | $93,727-36.1% | $145,897-59.0% |
| Participation rate | 35.7% | 74.2%-38.5pp | 68.7%-33.0pp | 80.3%-44.6pp |
| Annual return | 10.27% | 204.28%-194.0pp | 133.83%-123.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $986 | $3,092-68.1% | $2,421-59.3% | $4,663-78.9% |
| Participant deferral / active EE | $3,784 | $4,920-23.1% | $4,417-14.3% | $6,689-43.4% |
| Admin fee / account holder | $16,809 | $10,256+63.9% | $8,292+102.7% | $13,390+25.5% |