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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 | $65,515 | $125,190-47.7% | $105,624-38.0% | $145,897-55.1% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.5pp |
| Annual return | 10.85% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,092 | $3,720-70.6% | $3,168-65.5% | $4,663-76.6% |
| Participant deferral / active EE | $2,514 | $5,716-56.0% | $5,013-49.8% | $6,689-62.4% |
| Admin fee / account holder | $10,515 | $17,138-38.6% | $10,961-4.1% | $13,390-21.5% |