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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 | $39,890 | $29,051+37.3% | $52,425-23.9% | $67,986-41.3% |
| Participation rate | 19.7% | 30.4%-10.7pp | 55.6%-35.9pp | 57.2%-37.5pp |
| Annual return | 14.42% | 24.00%-9.6pp | 302.12%-287.7pp | 31.67%-17.2pp |
| Employer contribution / active EE | $473 | $412+14.8% | $914-48.3% | $2,019-76.6% |
| Participant deferral / active EE | $946 | $873+8.4% | $1,790-47.2% | $3,358-71.8% |
| Admin fee / account holder | $1,095 | $2,113-48.2% | $2,495-56.1% | $3,203-65.8% |