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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 | $28,624+45.7% | $53,647-22.3% | $82,637-49.5% |
| Participation rate | 30.6% | 47.3%-16.7pp | 56.3%-25.7pp | 68.1%-37.5pp |
| Annual return | 15.49% | 664.98%-649.5pp | 358.33%-342.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $871 | $637+36.7% | $962-9.5% | $2,552-65.9% |
| Participant deferral / active EE | $2,385 | $1,196+99.4% | $1,813+31.5% | $4,126-42.2% |
| Admin fee / account holder | $1,808 | $2,022-10.6% | $2,460-26.5% | $7,339-75.4% |