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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 | $46,476 | $28,624+62.4% | $53,647-13.4% | $82,637-43.8% |
| Participation rate | 16.3% | 47.3%-30.9pp | 56.3%-40.0pp | 68.1%-51.7pp |
| Annual return | 19.02% | 664.98%-646.0pp | 358.33%-339.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $461 | $637-27.7% | $962-52.1% | $2,552-82.0% |
| Participant deferral / active EE | $1,333 | $1,196+11.4% | $1,813-26.5% | $4,126-67.7% |
| Admin fee / account holder | $331 | $2,022-83.6% | $2,460-86.5% | $7,339-95.5% |