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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 | $27,442 | $29,319-6.4% | $52,425-47.7% | $82,448-66.7% |
| Participation rate | 21.1% | 46.9%-25.8pp | 55.6%-34.6pp | 68.1%-47.0pp |
| Annual return | 17.87% | 535.20%-517.3pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $693 | $586+18.2% | $914-24.2% | $2,551-72.8% |
| Participant deferral / active EE | $1,069 | $1,171-8.7% | $1,790-40.3% | $4,139-74.2% |
| Admin fee / account holder | $3,947 | $1,962+101.2% | $2,495+58.2% | $7,234-45.4% |