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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 | $42,614 | $29,319+45.3% | $52,425-18.7% | $82,448-48.3% |
| Participation rate | 41.9% | 46.9%-5.0pp | 55.6%-13.8pp | 68.1%-26.2pp |
| Annual return | 22.85% | 535.20%-512.4pp | 302.12%-279.3pp | 41.64%-18.8pp |
| Employer contribution / active EE | $691 | $586+17.8% | $914-24.4% | $2,551-72.9% |
| Participant deferral / active EE | $2,012 | $1,171+71.8% | $1,790+12.4% | $4,139-51.4% |
| Admin fee / account holder | $4,868 | $1,962+148.1% | $2,495+95.1% | $7,234-32.7% |