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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 | $64,596 | $111,535-42.1% | $105,223-38.6% | $137,256-52.9% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 15.36% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,625 | $3,939-58.8% | $3,689-55.9% | $4,156-60.9% |
| Participant deferral / active EE | $2,971 | $5,500-46.0% | $5,072-41.4% | $6,407-53.6% |
| Admin fee / account holder | $17,687 | $9,721+81.9% | $8,859+99.7% | $12,270+44.1% |