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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 | $63,394 | $111,830-43.3% | $93,696-32.3% | $145,884-56.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.11% | 204.08%-193.0pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,563 | $3,093-49.5% | $2,422-35.5% | $4,662-66.5% |
| Participant deferral / active EE | $3,781 | $4,920-23.2% | $4,417-14.4% | $6,690-43.5% |
| Admin fee / account holder | $1,783 | $10,249-82.6% | $8,287-78.5% | $13,392-86.7% |