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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 | $48,710 | $29,051+67.7% | $52,425-7.1% | $67,986-28.4% |
| Participation rate | 9.3% | 30.4%-21.2pp | 55.6%-46.4pp | 57.2%-47.9pp |
| Annual return | 14.11% | 24.00%-9.9pp | 302.12%-288.0pp | 31.67%-17.6pp |
| Employer contribution / active EE | $219 | $412-46.9% | $914-76.1% | $2,019-89.2% |
| Participant deferral / active EE | $468 | $873-46.4% | $1,790-73.9% | $3,358-86.1% |
| Admin fee / account holder | $1,204 | $2,113-43.0% | $2,495-51.7% | $3,203-62.4% |