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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 | $52,312 | $111,830-53.2% | $93,696-44.2% | $145,884-64.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 12.70% | 204.08%-191.4pp | 133.74%-121.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,464 | $3,093-52.7% | $2,422-39.6% | $4,662-68.6% |
| Participant deferral / active EE | $4,207 | $4,920-14.5% | $4,417-4.7% | $6,690-37.1% |
| Admin fee / account holder | $659 | $10,249-93.6% | $8,287-92.0% | $13,392-95.1% |