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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 | $37,233 | $67,823-45.1% | $52,425-29.0% | $137,256-72.9% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 16.14% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,371 | $1,163+17.9% | $914+50.0% | $4,156-67.0% |
| Participant deferral / active EE | $3,159 | $2,288+38.1% | $1,790+76.4% | $6,407-50.7% |
| Admin fee / account holder | $593 | $2,844-79.2% | $2,495-76.2% | $12,270-95.2% |