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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 | $59,192 | $107,368-44.9% | $92,915-36.3% | $152,909-61.3% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 15.34% | 145.64%-130.3pp | 109.45%-94.1pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,033 | $4,222-75.5% | $3,653-71.7% | $4,764-78.3% |
| Participant deferral / active EE | $3,983 | $4,848-17.8% | $4,238-6.0% | $5,851-31.9% |
| Admin fee / account holder | $15,408 | $7,082+117.6% | $5,796+165.9% | $11,601+32.8% |