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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 | $25,153 | $111,830-77.5% | $93,696-73.2% | $145,884-82.8% |
| Participation rate | 46.7% | 74.2%-27.6pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 9.81% | 204.08%-194.3pp | 133.74%-123.9pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,025 | $3,093-66.8% | $2,422-57.7% | $4,662-78.0% |
| Participant deferral / active EE | $1,748 | $4,920-64.5% | $4,417-60.4% | $6,690-73.9% |
| Admin fee / account holder | $5,159 | $10,249-49.7% | $8,287-37.7% | $13,392-61.5% |