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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 | $56,464 | $111,785-49.5% | $93,669-39.7% | $145,877-61.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 12.25% | 203.79%-191.5pp | 133.59%-121.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,034 | $3,096-34.3% | $2,424-16.1% | $4,663-56.4% |
| Participant deferral / active EE | $6,085 | $4,919+23.7% | $4,416+37.8% | $6,691-9.1% |
| Admin fee / account holder | $2,337 | $10,256-77.2% | $8,291-71.8% | $13,402-82.6% |