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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 | $53,109 | $111,785-52.5% | $93,669-43.3% | $145,877-63.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 19.00% | 203.79%-184.8pp | 133.59%-114.6pp | 551.28%-532.3pp |
| Employer contribution / active EE | $598 | $3,096-80.7% | $2,424-75.3% | $4,663-87.2% |
| Participant deferral / active EE | $3,740 | $4,919-24.0% | $4,416-15.3% | $6,691-44.1% |
| Admin fee / account holder | $4,137 | $10,256-59.7% | $8,291-50.1% | $13,402-69.1% |