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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 | $42,424 | $29,051+46.0% | $52,425-19.1% | $67,986-37.6% |
| Participation rate | 14.7% | 30.4%-15.7pp | 55.6%-40.9pp | 57.2%-42.5pp |
| Annual return | 20.20% | 24.00%-3.8pp | 302.12%-281.9pp | 31.67%-11.5pp |
| Employer contribution / active EE | $528 | $412+28.3% | $914-42.2% | $2,019-73.8% |
| Participant deferral / active EE | $1,165 | $873+33.4% | $1,790-35.0% | $3,358-65.3% |
| Admin fee / account holder | $4,009 | $2,113+89.8% | $2,495+60.7% | $3,203+25.2% |