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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 | $24,506 | $28,624-14.4% | $53,647-54.3% | $82,637-70.3% |
| Participation rate | 51.4% | 47.3%+4.2pp | 56.3%-4.9pp | 68.1%-16.6pp |
| Annual return | 20.51% | 664.98%-644.5pp | 358.33%-337.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,069 | $637+225.1% | $962+115.1% | $2,552-18.9% |
| Participant deferral / active EE | $4,164 | $1,196+248.1% | $1,813+129.6% | $4,126+0.9% |
| Admin fee / account holder | $2,281 | $2,022+12.8% | $2,460-7.3% | $7,339-68.9% |