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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 | $51,408 | $31,105+65.3% | $53,647-4.2% | $64,097-19.8% |
| Participation rate | 7.8% | 30.7%-22.9pp | 56.3%-48.5pp | 55.2%-47.4pp |
| Annual return | 18.63% | 22.54%-3.9pp | 358.33%-339.7pp | 34.64%-16.0pp |
| Employer contribution / active EE | $137 | $441-69.0% | $962-85.8% | $1,891-92.8% |
| Participant deferral / active EE | $418 | $896-53.4% | $1,813-77.0% | $3,080-86.4% |
| Admin fee / account holder | $3,081 | $2,195+40.4% | $2,460+25.2% | $3,454-10.8% |