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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 | $81,584 | $125,778-35.1% | $114,563-28.8% | $154,746-47.3% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.9%-20.5pp | 80.7%-28.3pp |
| Annual return | 13.73% | 295.14%-281.4pp | 241.09%-227.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $190 | $2,806-93.2% | $2,592-92.7% | $4,379-95.7% |
| Participant deferral / active EE | $2,089 | $4,445-53.0% | $4,142-49.6% | $6,730-69.0% |
| Admin fee / account holder | $1,512 | $8,190-81.5% | $7,623-80.2% | $14,365-89.5% |