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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 | $62,369 | $29,051+114.7% | $52,425+19.0% | $67,986-8.3% |
| Participation rate | 15.0% | 30.4%-15.4pp | 55.6%-40.6pp | 57.2%-42.2pp |
| Annual return | 16.85% | 24.00%-7.2pp | 302.12%-285.3pp | 31.67%-14.8pp |
| Employer contribution / active EE | $135 | $412-67.2% | $914-85.2% | $2,019-93.3% |
| Participant deferral / active EE | $1,076 | $873+23.2% | $1,790-39.9% | $3,358-68.0% |
| Admin fee / account holder | $1,099 | $2,113-48.0% | $2,495-55.9% | $3,203-65.7% |