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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 | $15,113 | $111,878-86.5% | $93,727-83.9% | $145,897-89.6% |
| Participation rate | 36.8% | 74.2%-37.4pp | 68.7%-31.9pp | 80.3%-43.5pp |
| Annual return | 8.74% | 204.28%-195.5pp | 133.83%-125.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,360 | $3,092-23.7% | $2,421-2.5% | $4,663-49.4% |
| Participant deferral / active EE | $2,469 | $4,920-49.8% | $4,417-44.1% | $6,689-63.1% |
| Admin fee / account holder | $1,900 | $10,256-81.5% | $8,292-77.1% | $13,390-85.8% |