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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 | $57,381 | $149,040-61.5% | $120,225-52.3% | $137,256-58.2% |
| Participation rate | 56.3% | 75.4%-19.2pp | 69.6%-13.3pp | 80.0%-23.7pp |
| Annual return | 17.00% | 605.68%-588.7pp | 439.23%-422.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,085 | $4,350-75.0% | $3,475-68.8% | $4,156-73.9% |
| Participant deferral / active EE | $3,244 | $4,655-30.3% | $3,999-18.9% | $6,407-49.4% |
| Admin fee / account holder | $653 | $6,348-89.7% | $5,696-88.5% | $12,270-94.7% |