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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 | $37,596 | $111,830-66.4% | $93,696-59.9% | $145,884-74.2% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 12.82% | 204.08%-191.3pp | 133.74%-120.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,434 | $3,093-53.6% | $2,422-40.8% | $4,662-69.2% |
| Participant deferral / active EE | $2,773 | $4,920-43.6% | $4,417-37.2% | $6,690-58.6% |
| Admin fee / account holder | $3,719 | $10,249-63.7% | $8,287-55.1% | $13,392-72.2% |