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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 | $78,733 | $95,406-17.5% | $185,849-57.6% | $85,847-8.3% |
| Participation rate | 31.9% | 68.8%-36.9pp | 81.7%-49.8pp | 69.3%-37.4pp |
| Annual return | 16.60% | 23.59%-7.0pp | 122.10%-105.5pp | 318.61%-302.0pp |
| Employer contribution / active EE | $757 | $3,314-77.2% | $5,169-85.4% | $2,565-70.5% |
| Participant deferral / active EE | $1,941 | $3,424-43.3% | $5,569-65.1% | $3,952-50.9% |
| Admin fee / account holder | $482 | $7,214-93.3% | $16,244-97.0% | $6,261-92.3% |