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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 | $50,570 | $29,319+72.5% | $52,425-3.5% | $82,448-38.7% |
| Participation rate | 17.4% | 46.9%-29.5pp | 55.6%-38.2pp | 68.1%-50.7pp |
| Annual return | 19.24% | 535.20%-516.0pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $583 | $586-0.6% | $914-36.3% | $2,551-77.2% |
| Participant deferral / active EE | $2,038 | $1,171+74.0% | $1,790+13.8% | $4,139-50.8% |
| Admin fee / account holder | $1,067 | $1,962-45.6% | $2,495-57.2% | $7,234-85.3% |