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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 | $59,414 | $108,212-45.1% | $77,513-23.3% | $158,966-62.6% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 16.59% | 31.67%-15.1pp | 54.81%-38.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $633 | $1,325-52.2% | $987-35.8% | $4,762-86.7% |
| Participant deferral / active EE | $2,380 | $2,455-3.1% | $1,861+27.9% | $5,983-60.2% |
| Admin fee / account holder | $480 | $3,709-87.1% | $2,859-83.2% | $11,250-95.7% |