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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 | $55,524 | $42,546+30.5% | $71,796-22.7% | $55,167+0.6% |
| Participation rate | 35.3% | 59.1%-23.8pp | 69.1%-33.8pp | 69.0%-33.7pp |
| Annual return | 6.43% | 12.36%-5.9pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $382 | $803-52.4% | $1,924-80.1% | $1,963-80.5% |
| Participant deferral / active EE | $2,502 | $2,064+21.2% | $2,794-10.5% | $3,054-18.1% |
| Admin fee / account holder | $7,240 | $650+1014.5% | $4,815+50.4% | $504+1336.8% |