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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 | $67,061 | $111,878-40.1% | $93,727-28.5% | $145,897-54.0% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 20.76% | 204.28%-183.5pp | 133.83%-113.1pp | 552.29%-531.5pp |
| Employer contribution / active EE | $1,457 | $3,092-52.9% | $2,421-39.8% | $4,663-68.8% |
| Participant deferral / active EE | $2,695 | $4,920-45.2% | $4,417-39.0% | $6,689-59.7% |
| Admin fee / account holder | $4,639 | $10,256-54.8% | $8,292-44.1% | $13,390-65.4% |