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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 | $13,816 | $29,319-52.9% | $52,425-73.6% | $82,448-83.2% |
| Participation rate | 56.0% | 46.9%+9.1pp | 55.6%+0.4pp | 68.1%-12.1pp |
| Annual return | 16.34% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $721 | $586+22.9% | $914-21.1% | $2,551-71.7% |
| Participant deferral / active EE | $1,051 | $1,171-10.3% | $1,790-41.3% | $4,139-74.6% |
| Admin fee / account holder | $1,057 | $1,962-46.1% | $2,495-57.6% | $7,234-85.4% |