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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 | $61,642 | $111,878-44.9% | $93,727-34.2% | $145,897-57.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.99% | 204.28%-187.3pp | 133.83%-116.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,615 | $3,092-47.8% | $2,421-33.3% | $4,663-65.4% |
| Participant deferral / active EE | $6,648 | $4,920+35.1% | $4,417+50.5% | $6,689-0.6% |
| Admin fee / account holder | $3,024 | $10,256-70.5% | $8,292-63.5% | $13,390-77.4% |