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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 | $46,768 | $28,624+63.4% | $53,647-12.8% | $82,637-43.4% |
| Participation rate | 53.1% | 47.3%+5.8pp | 56.3%-3.2pp | 68.1%-15.0pp |
| Annual return | 15.95% | 664.98%-649.0pp | 358.33%-342.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,398 | $637+119.6% | $962+45.4% | $2,552-45.2% |
| Participant deferral / active EE | $2,428 | $1,196+103.0% | $1,813+33.9% | $4,126-41.2% |
| Admin fee / account holder | $3,374 | $2,022+66.9% | $2,460+37.1% | $7,339-54.0% |