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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 | $56,206 | $39,036+44.0% | $80,784-30.4% | $85,851-34.5% |
| Participation rate | 45.2% | 41.6%+3.6pp | 54.2%-9.0pp | 69.3%-24.2pp |
| Annual return | 15.91% | 26.31%-10.4pp | 87.31%-71.4pp | 318.63%-302.7pp |
| Employer contribution / active EE | $175 | $722-75.7% | $1,160-84.9% | $2,565-93.2% |
| Participant deferral / active EE | $1,282 | $1,326-3.3% | $2,145-40.3% | $3,952-67.6% |
| Admin fee / account holder | $503 | $2,429-79.3% | $3,380-85.1% | $6,261-92.0% |