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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 | $48,497 | $29,051+66.9% | $52,425-7.5% | $67,986-28.7% |
| Participation rate | 22.3% | 30.4%-8.1pp | 55.6%-33.3pp | 57.2%-34.9pp |
| Annual return | 17.36% | 24.00%-6.6pp | 302.12%-284.8pp | 31.67%-14.3pp |
| Employer contribution / active EE | $179 | $412-56.6% | $914-80.4% | $2,019-91.1% |
| Participant deferral / active EE | $776 | $873-11.1% | $1,790-56.6% | $3,358-76.9% |
| Admin fee / account holder | $751 | $2,113-64.4% | $2,495-69.9% | $3,203-76.5% |