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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 | $54,959 | $29,051+89.2% | $52,425+4.8% | $67,986-19.2% |
| Participation rate | 16.7% | 30.4%-13.8pp | 55.6%-39.0pp | 57.2%-40.5pp |
| Annual return | 18.09% | 24.00%-5.9pp | 302.12%-284.0pp | 31.67%-13.6pp |
| Employer contribution / active EE | $382 | $412-7.3% | $914-58.2% | $2,019-81.1% |
| Participant deferral / active EE | $668 | $873-23.5% | $1,790-62.7% | $3,358-80.1% |
| Admin fee / account holder | $1,021 | $2,113-51.7% | $2,495-59.1% | $3,203-68.1% |