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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 | $45,279 | $29,319+54.4% | $52,425-13.6% | $82,448-45.1% |
| Participation rate | 40.3% | 46.9%-6.6pp | 55.6%-15.3pp | 68.1%-27.8pp |
| Annual return | 17.24% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $728 | $586+24.1% | $914-20.4% | $2,551-71.5% |
| Participant deferral / active EE | $2,033 | $1,171+73.6% | $1,790+13.5% | $4,139-50.9% |
| Admin fee / account holder | $3,173 | $1,962+61.7% | $2,495+27.2% | $7,234-56.1% |