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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 | $45,894 | $29,051+58.0% | $52,425-12.5% | $67,986-32.5% |
| Participation rate | 9.3% | 30.4%-21.1pp | 55.6%-46.3pp | 57.2%-47.9pp |
| Annual return | 16.35% | 24.00%-7.7pp | 302.12%-285.8pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $899 | $873+3.0% | $1,790-49.8% | $3,358-73.2% |
| Admin fee / account holder | $3,300 | $2,113+56.2% | $2,495+32.3% | $3,203+3.0% |