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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 | $69,467 | $110,039-36.9% | $97,260-28.6% | $145,884-52.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 13.21% | 244.44%-231.2pp | 75.54%-62.3pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,165 | $3,074-29.6% | $2,721-20.4% | $4,662-53.6% |
| Participant deferral / active EE | $5,406 | $4,674+15.7% | $4,262+26.9% | $6,690-19.2% |
| Admin fee / account holder | $353 | $6,204-94.3% | $5,640-93.7% | $13,392-97.4% |