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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 | $31,035 | $111,878-72.3% | $93,727-66.9% | $145,897-78.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 13.17% | 204.28%-191.1pp | 133.83%-120.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,140 | $3,092-63.1% | $2,421-52.9% | $4,663-75.5% |
| Participant deferral / active EE | $3,534 | $4,920-28.2% | $4,417-20.0% | $6,689-47.2% |
| Admin fee / account holder | $4,807 | $10,256-53.1% | $8,292-42.0% | $13,390-64.1% |