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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 | $51,573 | $29,051+77.5% | $52,425-1.6% | $67,986-24.1% |
| Participation rate | 25.7% | 30.4%-4.8pp | 55.6%-30.0pp | 57.2%-31.5pp |
| Annual return | 16.48% | 24.00%-7.5pp | 302.12%-285.6pp | 31.67%-15.2pp |
| Employer contribution / active EE | $685 | $412+66.2% | $914-25.1% | $2,019-66.1% |
| Participant deferral / active EE | $1,060 | $873+21.4% | $1,790-40.8% | $3,358-68.4% |
| Admin fee / account holder | $1,055 | $2,113-50.1% | $2,495-57.7% | $3,203-67.1% |