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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 | $33,899 | $29,051+16.7% | $52,425-35.3% | $67,986-50.1% |
| Participation rate | 20.6% | 30.4%-9.8pp | 55.6%-35.0pp | 57.2%-36.6pp |
| Annual return | 19.35% | 24.00%-4.6pp | 302.12%-282.8pp | 31.67%-12.3pp |
| Employer contribution / active EE | $423 | $412+2.7% | $914-53.7% | $2,019-79.0% |
| Participant deferral / active EE | $795 | $873-8.9% | $1,790-55.6% | $3,358-76.3% |
| Admin fee / account holder | $1,561 | $2,113-26.1% | $2,495-37.4% | $3,203-51.3% |