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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 | $35,270 | $29,319+20.3% | $52,425-32.7% | $82,448-57.2% |
| Participation rate | 14.6% | 46.9%-32.2pp | 55.6%-41.0pp | 68.1%-53.4pp |
| Annual return | 17.04% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $76 | $586-87.1% | $914-91.7% | $2,551-97.0% |
| Participant deferral / active EE | $1,077 | $1,171-8.1% | $1,790-39.9% | $4,139-74.0% |
| Admin fee / account holder | $2,144 | $1,962+9.2% | $2,495-14.1% | $7,234-70.4% |