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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 | $45,210 | $160,028-71.7% | $147,080-69.3% | $145,884-69.0% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 15.51% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,967 | $5,286-62.8% | $4,933-60.1% | $4,662-57.8% |
| Participant deferral / active EE | $5,292 | $8,422-37.2% | $8,066-34.4% | $6,690-20.9% |
| Admin fee / account holder | $1,819 | $15,030-87.9% | $12,989-86.0% | $13,392-86.4% |