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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 | $59,390 | $129,737-54.2% | $119,126-50.1% | $154,746-61.6% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 10.54% | 379.08%-368.5pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,630 | $4,375-62.8% | $4,034-59.6% | $4,379-62.8% |
| Participant deferral / active EE | $2,412 | $5,842-58.7% | $5,318-54.6% | $6,730-64.2% |
| Admin fee / account holder | $566 | $11,961-95.3% | $10,693-94.7% | $14,365-96.1% |