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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 | $48,946 | $38,967+25.6% | $86,233-43.2% | $79,634-38.5% |
| Participation rate | 5.6% | 34.1%-28.5pp | 69.0%-63.4pp | 62.5%-56.9pp |
| Annual return | 15.41% | 49.90%-34.5pp | 61.39%-46.0pp | 36.46%-21.0pp |
| Employer contribution / active EE | $171 | $868-80.3% | $2,504-93.2% | $2,529-93.2% |
| Participant deferral / active EE | $231 | $1,663-86.1% | $4,559-94.9% | $3,835-94.0% |
| Admin fee / account holder | $869 | $2,660-67.3% | $8,342-89.6% | $1,002-13.3% |