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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 | $31,625 | $29,051+8.9% | $52,425-39.7% | $67,986-53.5% |
| Participation rate | 14.4% | 30.4%-16.0pp | 55.6%-41.2pp | 57.2%-42.8pp |
| Annual return | 18.79% | 24.00%-5.2pp | 302.12%-283.3pp | 31.67%-12.9pp |
| Employer contribution / active EE | $283 | $412-31.3% | $914-69.1% | $2,019-86.0% |
| Participant deferral / active EE | $674 | $873-22.8% | $1,790-62.3% | $3,358-79.9% |
| Admin fee / account holder | $3,164 | $2,113+49.8% | $2,495+26.8% | $3,203-1.2% |