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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 | $69,777 | $111,830-37.6% | $93,696-25.5% | $145,884-52.2% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 9.58% | 204.08%-194.5pp | 133.74%-124.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,000 | $3,093-67.7% | $2,422-58.7% | $4,662-78.6% |
| Participant deferral / active EE | $2,843 | $4,920-42.2% | $4,417-35.6% | $6,690-57.5% |
| Admin fee / account holder | $312 | $10,249-97.0% | $8,287-96.2% | $13,392-97.7% |