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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 | $47,802 | $29,319+63.0% | $52,425-8.8% | $82,448-42.0% |
| Participation rate | 42.9% | 46.9%-4.0pp | 55.6%-12.8pp | 68.1%-25.2pp |
| Annual return | 17.07% | 535.20%-518.1pp | 302.12%-285.0pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,120 | $586+90.9% | $914+22.5% | $2,551-56.1% |
| Participant deferral / active EE | $2,260 | $1,171+93.0% | $1,790+26.2% | $4,139-45.4% |
| Admin fee / account holder | $388 | $1,962-80.2% | $2,495-84.5% | $7,234-94.6% |