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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 | $54,581 | $111,787-51.2% | $93,681-41.7% | $145,978-62.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 9.11% | 203.52%-194.4pp | 133.47%-124.4pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,070 | $3,093-65.4% | $2,422-55.8% | $4,662-77.1% |
| Participant deferral / active EE | $2,166 | $4,918-56.0% | $4,415-50.9% | $6,690-67.6% |
| Admin fee / account holder | $3,883 | $10,256-62.1% | $8,290-53.2% | $13,400-71.0% |