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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 | $68,610 | $150,412-54.4% | $120,574-43.1% | $145,884-53.0% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 16.38% | 154.50%-138.1pp | 107.42%-91.0pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,303 | $4,355-70.1% | $3,471-62.4% | $4,662-72.0% |
| Participant deferral / active EE | $2,839 | $6,175-54.0% | $4,996-43.2% | $6,690-57.6% |
| Admin fee / account holder | $685 | $12,224-94.4% | $9,445-92.7% | $13,392-94.9% |