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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 | $74,401 | $111,830-33.5% | $93,696-20.6% | $145,884-49.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 10.54% | 204.08%-193.5pp | 133.74%-123.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $884 | $3,093-71.4% | $2,422-63.5% | $4,662-81.0% |
| Participant deferral / active EE | $2,366 | $4,920-51.9% | $4,417-46.4% | $6,690-64.6% |
| Admin fee / account holder | $1,978 | $10,249-80.7% | $8,287-76.1% | $13,392-85.2% |