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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 | $56,474 | $31,105+81.6% | $53,647+5.3% | $64,097-11.9% |
| Participation rate | 13.7% | 30.7%-17.0pp | 56.3%-42.6pp | 55.2%-41.5pp |
| Annual return | 16.52% | 22.54%-6.0pp | 358.33%-341.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $310 | $441-29.7% | $962-67.8% | $1,891-83.6% |
| Participant deferral / active EE | $777 | $896-13.3% | $1,813-57.2% | $3,080-74.8% |
| Admin fee / account holder | $2,352 | $2,195+7.2% | $2,460-4.4% | $3,454-31.9% |