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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 | $54,184 | $177,353-69.4% | $158,226-65.8% | $198,609-72.7% |
| Participation rate | 54.2% | 77.0%-22.9pp | 74.8%-20.7pp | 82.4%-28.2pp |
| Annual return | 15.18% | 599.50%-584.3pp | 501.41%-486.2pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,362 | $3,239-57.9% | $2,986-54.4% | $5,055-73.1% |
| Participant deferral / active EE | $2,297 | $4,615-50.2% | $4,317-46.8% | $6,977-67.1% |
| Admin fee / account holder | $7,365 | $10,960-32.8% | $10,217-27.9% | $19,030-61.3% |