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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 | $54,506 | $166,242-67.2% | $165,071-67.0% | $145,884-62.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 19.65% | 100.44%-80.8pp | 70.17%-50.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,153 | $5,283-78.2% | $4,347-73.5% | $4,662-75.3% |
| Participant deferral / active EE | $2,449 | $6,964-64.8% | $6,035-59.4% | $6,690-63.4% |
| Admin fee / account holder | $948 | $16,658-94.3% | $12,695-92.5% | $13,392-92.9% |