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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 | $37,886 | $29,319+29.2% | $52,425-27.7% | $82,448-54.0% |
| Participation rate | 13.0% | 46.9%-33.8pp | 55.6%-42.6pp | 68.1%-55.0pp |
| Annual return | 19.15% | 535.20%-516.0pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $264 | $586-54.9% | $914-71.1% | $2,551-89.6% |
| Participant deferral / active EE | $907 | $1,171-22.6% | $1,790-49.4% | $4,139-78.1% |
| Admin fee / account holder | $2,274 | $1,962+15.9% | $2,495-8.8% | $7,234-68.6% |