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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 | $29,559 | $29,319+0.8% | $52,425-43.6% | $82,448-64.1% |
| Participation rate | 36.8% | 46.9%-10.0pp | 55.6%-18.8pp | 68.1%-31.2pp |
| Annual return | 14.76% | 535.20%-520.4pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $743 | $586+26.7% | $914-18.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,815 | $1,171+54.9% | $1,790+1.3% | $4,139-56.2% |
| Admin fee / account holder | $6,013 | $1,962+206.4% | $2,495+141.0% | $7,234-16.9% |