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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 | $56,171 | $111,878-49.8% | $93,727-40.1% | $145,897-61.5% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 13.87% | 204.28%-190.4pp | 133.83%-120.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,437 | $3,092-53.5% | $2,421-40.7% | $4,663-69.2% |
| Participant deferral / active EE | $3,607 | $4,920-26.7% | $4,417-18.3% | $6,689-46.1% |
| Admin fee / account holder | $692 | $10,256-93.3% | $8,292-91.7% | $13,390-94.8% |