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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 | $82,088 | $150,412-45.4% | $120,574-31.9% | $145,884-43.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 10.54% | 154.50%-144.0pp | 107.42%-96.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,692 | $4,355-61.1% | $3,471-51.2% | $4,662-63.7% |
| Participant deferral / active EE | $3,789 | $6,175-38.6% | $4,996-24.2% | $6,690-43.4% |
| Admin fee / account holder | $3,272 | $12,224-73.2% | $9,445-65.4% | $13,392-75.6% |