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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 | $49,100 | $166,268-70.5% | $165,100-70.3% | $145,897-66.3% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.9pp |
| Annual return | 15.47% | 100.52%-85.0pp | 70.21%-54.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,343 | $5,284-74.6% | $4,348-69.1% | $4,663-71.2% |
| Participant deferral / active EE | $3,913 | $6,964-43.8% | $6,035-35.2% | $6,689-41.5% |
| Admin fee / account holder | $19,431 | $16,659+16.6% | $12,696+53.1% | $13,390+45.1% |