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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 | $29,548 | $67,823-56.4% | $52,425-43.6% | $137,256-78.5% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 13.55% | 219.11%-205.6pp | 302.12%-288.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $646 | $1,163-44.4% | $914-29.3% | $4,156-84.4% |
| Participant deferral / active EE | $2,798 | $2,288+22.3% | $1,790+56.3% | $6,407-56.3% |
| Admin fee / account holder | $1,113 | $2,844-60.9% | $2,495-55.4% | $12,270-90.9% |