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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 | $126,519-48.2% | $106,201-38.3% | $145,959-55.1% |
| Participation rate | 53.8% | 77.7%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 10.85% | 225.10%-214.3pp | 116.26%-105.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,092 | $3,726-70.7% | $3,170-65.5% | $4,661-76.6% |
| Participant deferral / active EE | $2,514 | $5,716-56.0% | $5,012-49.8% | $6,689-62.4% |
| Admin fee / account holder | $10,515 | $17,312-39.3% | $11,039-4.8% | $13,398-21.5% |