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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 | $82,048 | $31,105+163.8% | $53,647+52.9% | $64,097+28.0% |
| Participation rate | 21.2% | 30.7%-9.4pp | 56.3%-35.0pp | 55.2%-34.0pp |
| Annual return | 14.24% | 22.54%-8.3pp | 358.33%-344.1pp | 34.64%-20.4pp |
| Employer contribution / active EE | $307 | $441-30.3% | $962-68.1% | $1,891-83.8% |
| Participant deferral / active EE | $1,118 | $896+24.8% | $1,813-38.3% | $3,080-63.7% |
| Admin fee / account holder | $317 | $2,195-85.5% | $2,460-87.1% | $3,454-90.8% |