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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 | $55,320 | $118,708-53.4% | $98,920-44.1% | $158,966-65.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 10.91% | 372.49%-361.6pp | 196.47%-185.6pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,140 | $3,334-65.8% | $2,689-57.6% | $4,762-76.1% |
| Participant deferral / active EE | $3,157 | $5,089-38.0% | $4,245-25.6% | $5,983-47.2% |
| Admin fee / account holder | $4,804 | $10,134-52.6% | $6,643-27.7% | $11,250-57.3% |