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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 | $39,868 | $31,105+28.2% | $53,647-25.7% | $64,097-37.8% |
| Participation rate | 18.2% | 30.7%-12.5pp | 56.3%-38.1pp | 55.2%-37.0pp |
| Annual return | 20.54% | 22.54%-2.0pp | 358.33%-337.8pp | 34.64%-14.1pp |
| Employer contribution / active EE | $571 | $441+29.7% | $962-40.6% | $1,891-69.8% |
| Participant deferral / active EE | $1,502 | $896+67.6% | $1,813-17.2% | $3,080-51.2% |
| Admin fee / account holder | $1,012 | $2,195-53.9% | $2,460-58.9% | $3,454-70.7% |