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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 | $49,058 | $28,624+71.4% | $53,647-8.6% | $82,637-40.6% |
| Participation rate | 33.3% | 47.3%-13.9pp | 56.3%-22.9pp | 68.1%-34.7pp |
| Annual return | 15.99% | 664.98%-649.0pp | 358.33%-342.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $282 | $637-55.8% | $962-70.7% | $2,552-89.0% |
| Participant deferral / active EE | $543 | $1,196-54.6% | $1,813-70.0% | $4,126-86.8% |
| Admin fee / account holder | $1,965 | $2,022-2.8% | $2,460-20.1% | $7,339-73.2% |