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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 | $31,105+36.4% | $53,647-20.9% | $64,097-33.8% |
| Participation rate | 14.7% | 30.7%-15.9pp | 56.3%-41.5pp | 55.2%-40.4pp |
| Annual return | 20.20% | 22.54%-2.3pp | 358.33%-338.1pp | 34.64%-14.4pp |
| Employer contribution / active EE | $528 | $441+19.9% | $962-45.1% | $1,891-72.1% |
| Participant deferral / active EE | $1,165 | $896+29.9% | $1,813-35.8% | $3,080-62.2% |
| Admin fee / account holder | $4,009 | $2,195+82.6% | $2,460+63.0% | $3,454+16.0% |