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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 | $60,195 | $111,878-46.2% | $93,727-35.8% | $145,897-58.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.9pp |
| Annual return | 13.11% | 204.28%-191.2pp | 133.83%-120.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,912 | $3,092-5.8% | $2,421+20.2% | $4,663-37.6% |
| Participant deferral / active EE | $3,769 | $4,920-23.4% | $4,417-14.7% | $6,689-43.6% |
| Admin fee / account holder | $885 | $10,256-91.4% | $8,292-89.3% | $13,390-93.4% |