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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 | $96,025 | $111,878-14.2% | $93,727+2.5% | $145,897-34.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 10.64% | 204.28%-193.6pp | 133.83%-123.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $715 | $3,092-76.9% | $2,421-70.5% | $4,663-84.7% |
| Participant deferral / active EE | $3,064 | $4,920-37.7% | $4,417-30.6% | $6,689-54.2% |
| Admin fee / account holder | $3,552 | $10,256-65.4% | $8,292-57.2% | $13,390-73.5% |