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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 | $52,563 | $111,830-53.0% | $93,696-43.9% | $145,884-64.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 22.25% | 204.08%-181.8pp | 133.74%-111.5pp | 551.85%-529.6pp |
| Employer contribution / active EE | $856 | $3,093-72.3% | $2,422-64.6% | $4,662-81.6% |
| Participant deferral / active EE | $6,334 | $4,920+28.7% | $4,417+43.4% | $6,690-5.3% |
| Admin fee / account holder | $868 | $10,249-91.5% | $8,287-89.5% | $13,392-93.5% |