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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 | $43,460 | $29,319+48.2% | $52,425-17.1% | $82,448-47.3% |
| Participation rate | 29.0% | 46.9%-17.8pp | 55.6%-26.6pp | 68.1%-39.0pp |
| Annual return | 17.95% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $536 | $586-8.7% | $914-41.4% | $2,551-79.0% |
| Participant deferral / active EE | $1,378 | $1,171+17.6% | $1,790-23.1% | $4,139-66.7% |
| Admin fee / account holder | $1,141 | $1,962-41.8% | $2,495-54.3% | $7,234-84.2% |