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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 | $49,708 | $29,051+71.1% | $52,425-5.2% | $67,986-26.9% |
| Participation rate | 15.5% | 30.4%-14.9pp | 55.6%-40.1pp | 57.2%-41.7pp |
| Annual return | 16.06% | 24.00%-7.9pp | 302.12%-286.1pp | 31.67%-15.6pp |
| Employer contribution / active EE | $168 | $412-59.2% | $914-81.6% | $2,019-91.7% |
| Participant deferral / active EE | $979 | $873+12.1% | $1,790-45.3% | $3,358-70.8% |
| Admin fee / account holder | $1,779 | $2,113-15.8% | $2,495-28.7% | $3,203-44.5% |