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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 | $54,921 | $104,953-47.7% | $84,637-35.1% | $152,909-64.1% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.5%-42.5pp |
| Annual return | 21.83% | 373.94%-352.1pp | 258.82%-237.0pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,063 | $3,304-67.8% | $2,653-59.9% | $4,764-77.7% |
| Participant deferral / active EE | $2,864 | $4,691-38.9% | $3,900-26.6% | $5,851-51.1% |
| Admin fee / account holder | $5,732 | $6,244-8.2% | $4,914+16.6% | $11,601-50.6% |