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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 | $44,606 | $29,319+52.1% | $52,425-14.9% | $82,448-45.9% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | 22.73% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $624 | $586+6.4% | $914-31.8% | $2,551-75.5% |
| Participant deferral / active EE | $2,737 | $1,171+133.7% | $1,790+52.9% | $4,139-33.9% |
| Admin fee / account holder | $484 | $1,962-75.3% | $2,495-80.6% | $7,234-93.3% |