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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 | $69,094 | $111,830-38.2% | $93,696-26.3% | $145,884-52.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.58% | 204.08%-193.5pp | 133.74%-123.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,128 | $3,093-63.5% | $2,422-53.4% | $4,662-75.8% |
| Participant deferral / active EE | $2,970 | $4,920-39.6% | $4,417-32.8% | $6,690-55.6% |
| Admin fee / account holder | $678 | $10,249-93.4% | $8,287-91.8% | $13,392-94.9% |