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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 | $41,709 | $29,319+42.3% | $52,425-20.4% | $82,448-49.4% |
| Participation rate | 30.6% | 46.9%-16.3pp | 55.6%-25.1pp | 68.1%-37.5pp |
| Annual return | 15.49% | 535.20%-519.7pp | 302.12%-286.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $871 | $586+48.4% | $914-4.8% | $2,551-65.9% |
| Participant deferral / active EE | $2,385 | $1,171+103.6% | $1,790+33.2% | $4,139-42.4% |
| Admin fee / account holder | $1,808 | $1,962-7.9% | $2,495-27.5% | $7,234-75.0% |