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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 | $58,682 | $29,319+100.1% | $52,425+11.9% | $82,448-28.8% |
| Participation rate | 12.9% | 46.9%-34.0pp | 55.6%-42.8pp | 68.1%-55.2pp |
| Annual return | 16.35% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $319 | $586-45.5% | $914-65.1% | $2,551-87.5% |
| Participant deferral / active EE | $1,360 | $1,171+16.1% | $1,790-24.1% | $4,139-67.1% |
| Admin fee / account holder | $1,001 | $1,962-49.0% | $2,495-59.9% | $7,234-86.2% |