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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 | $33,820 | $111,830-69.8% | $93,696-63.9% | $145,884-76.8% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 8.36% | 204.08%-195.7pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,170 | $3,093-62.2% | $2,422-51.7% | $4,662-74.9% |
| Participant deferral / active EE | $3,133 | $4,920-36.3% | $4,417-29.1% | $6,690-53.2% |
| Admin fee / account holder | $5,875 | $10,249-42.7% | $8,287-29.1% | $13,392-56.1% |