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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 | $35,768 | $29,051+23.1% | $52,425-31.8% | $67,986-47.4% |
| Participation rate | 26.5% | 30.4%-3.9pp | 55.6%-29.1pp | 57.2%-30.7pp |
| Annual return | 17.76% | 24.00%-6.2pp | 302.12%-284.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $131 | $412-68.3% | $914-85.7% | $2,019-93.5% |
| Participant deferral / active EE | $1,640 | $873+87.9% | $1,790-8.4% | $3,358-51.1% |
| Admin fee / account holder | $1,314 | $2,113-37.8% | $2,495-47.3% | $3,203-59.0% |