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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 | $49,243 | $82,133-40.0% | $147,318-66.6% | $64,097-23.2% |
| Participation rate | 36.9% | 62.3%-25.4pp | 82.1%-45.1pp | 55.2%-18.3pp |
| Annual return | 16.01% | 78.78%-62.8pp | 70.43%-54.4pp | 34.64%-18.6pp |
| Employer contribution / active EE | $1,267 | $2,872-55.9% | $4,593-72.4% | $1,891-33.0% |
| Participant deferral / active EE | $3,321 | $5,407-38.6% | $7,906-58.0% | $3,080+7.8% |
| Admin fee / account holder | $14,319 | $3,730+283.9% | $13,708+4.5% | $3,454+314.5% |