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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 | $43,435 | $29,733+46.1% | $56,025-22.5% | $80,959-46.3% |
| Participation rate | 23.4% | 41.7%-18.3pp | 52.5%-29.1pp | 67.7%-44.3pp |
| Annual return | 16.40% | 35.28%-18.9pp | 1712.69%-1696.3pp | 35.67%-19.3pp |
| Employer contribution / active EE | $519 | $672-22.7% | $1,042-50.1% | $2,757-81.2% |
| Participant deferral / active EE | $984 | $1,229-20.0% | $1,955-49.7% | $4,300-77.1% |
| Admin fee / account holder | $1,659 | $2,434-31.8% | $2,828-41.4% | $6,925-76.1% |