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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 | $36,854 | $29,319+25.7% | $52,425-29.7% | $82,448-55.3% |
| Participation rate | 58.8% | 46.9%+12.0pp | 55.6%+3.2pp | 68.1%-9.2pp |
| Annual return | 16.98% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.7pp |
| Employer contribution / active EE | $266 | $586-54.6% | $914-70.9% | $2,551-89.6% |
| Participant deferral / active EE | $1,010 | $1,171-13.8% | $1,790-43.6% | $4,139-75.6% |
| Admin fee / account holder | $1,143 | $1,962-41.8% | $2,495-54.2% | $7,234-84.2% |