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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 | $31,780 | $29,051+9.4% | $52,425-39.4% | $67,986-53.3% |
| Participation rate | 27.9% | 30.4%-2.5pp | 55.6%-27.7pp | 57.2%-29.3pp |
| Annual return | 19.11% | 24.00%-4.9pp | 302.12%-283.0pp | 31.67%-12.6pp |
| Employer contribution / active EE | $617 | $412+49.9% | $914-32.5% | $2,019-69.4% |
| Participant deferral / active EE | $1,051 | $873+20.4% | $1,790-41.3% | $3,358-68.7% |
| Admin fee / account holder | $1,122 | $2,113-46.9% | $2,495-55.0% | $3,203-65.0% |