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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 | $66,891 | $125,190-46.6% | $105,624-36.7% | $145,897-54.2% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 11.47% | 225.22%-213.8pp | 116.20%-104.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,264 | $3,720-66.0% | $3,168-60.1% | $4,663-72.9% |
| Participant deferral / active EE | $2,987 | $5,716-47.7% | $5,013-40.4% | $6,689-55.3% |
| Admin fee / account holder | $345 | $17,138-98.0% | $10,961-96.9% | $13,390-97.4% |