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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 | $28,624-4.1% | $53,647-48.8% | $82,637-66.8% |
| Participation rate | 21.1% | 47.3%-26.2pp | 56.3%-35.2pp | 68.1%-47.0pp |
| Annual return | 17.87% | 664.98%-647.1pp | 358.33%-340.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $693 | $637+8.9% | $962-28.0% | $2,552-72.8% |
| Participant deferral / active EE | $1,069 | $1,196-10.6% | $1,813-41.1% | $4,126-74.1% |
| Admin fee / account holder | $3,947 | $2,022+95.2% | $2,460+60.4% | $7,339-46.2% |