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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 | $33,597 | $111,785-69.9% | $93,669-64.1% | $145,877-77.0% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 16.26% | 203.79%-187.5pp | 133.59%-117.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,165 | $3,096-62.4% | $2,424-51.9% | $4,663-75.0% |
| Participant deferral / active EE | $3,089 | $4,919-37.2% | $4,416-30.0% | $6,691-53.8% |
| Admin fee / account holder | $3,682 | $10,256-64.1% | $8,291-55.6% | $13,402-72.5% |