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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 | $25,155 | $29,319-14.2% | $52,425-52.0% | $82,448-69.5% |
| Participation rate | 24.5% | 46.9%-22.3pp | 55.6%-31.1pp | 68.1%-43.5pp |
| Annual return | 15.94% | 535.20%-519.3pp | 302.12%-286.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $597 | $586+1.9% | $914-34.7% | $2,551-76.6% |
| Participant deferral / active EE | $568 | $1,171-51.5% | $1,790-68.3% | $4,139-86.3% |
| Admin fee / account holder | $5,572 | $1,962+184.0% | $2,495+123.3% | $7,234-23.0% |