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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 | $29,051+37.2% | $52,425-24.0% | $67,986-41.4% |
| Participation rate | 18.2% | 30.4%-12.3pp | 55.6%-37.4pp | 57.2%-39.0pp |
| Annual return | 20.54% | 24.00%-3.5pp | 302.12%-281.6pp | 31.67%-11.1pp |
| Employer contribution / active EE | $571 | $412+38.8% | $914-37.5% | $2,019-71.7% |
| Participant deferral / active EE | $1,502 | $873+72.0% | $1,790-16.1% | $3,358-55.3% |
| Admin fee / account holder | $1,012 | $2,113-52.1% | $2,495-59.4% | $3,203-68.4% |