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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 | $46,728 | $28,624+63.2% | $53,647-12.9% | $82,637-43.5% |
| Participation rate | 47.4% | 47.3%+0.1pp | 56.3%-8.9pp | 68.1%-20.7pp |
| Annual return | 18.57% | 664.98%-646.4pp | 358.33%-339.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $563 | $637-11.6% | $962-41.5% | $2,552-77.9% |
| Participant deferral / active EE | $1,496 | $1,196+25.1% | $1,813-17.5% | $4,126-63.7% |
| Admin fee / account holder | $319 | $2,022-84.2% | $2,460-87.0% | $7,339-95.7% |