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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 | $68,734 | $111,830-38.5% | $93,696-26.6% | $145,884-52.9% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 11.19% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $589 | $3,093-80.9% | $2,422-75.7% | $4,662-87.4% |
| Participant deferral / active EE | $2,957 | $4,920-39.9% | $4,417-33.1% | $6,690-55.8% |
| Admin fee / account holder | $6,360 | $10,249-37.9% | $8,287-23.2% | $13,392-52.5% |