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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 | $62,646 | $29,051+115.6% | $52,425+19.5% | $67,986-7.9% |
| Participation rate | 13.4% | 30.4%-17.0pp | 55.6%-42.2pp | 57.2%-43.8pp |
| Annual return | 15.17% | 24.00%-8.8pp | 302.12%-287.0pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $610 | $873-30.2% | $1,790-65.9% | $3,358-81.8% |
| Admin fee / account holder | $2,346 | $2,113+11.0% | $2,495-6.0% | $3,203-26.8% |