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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 | $54,730 | $28,624+91.2% | $53,647+2.0% | $82,637-33.8% |
| Participation rate | 19.6% | 47.3%-27.6pp | 56.3%-36.6pp | 68.1%-48.4pp |
| Annual return | 19.16% | 664.98%-645.8pp | 358.33%-339.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $438 | $637-31.2% | $962-54.5% | $2,552-82.8% |
| Participant deferral / active EE | $1,060 | $1,196-11.4% | $1,813-41.5% | $4,126-74.3% |
| Admin fee / account holder | $1,967 | $2,022-2.7% | $2,460-20.0% | $7,339-73.2% |