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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 | $26,320 | $29,319-10.2% | $52,425-49.8% | $82,448-68.1% |
| Participation rate | 36.1% | 46.9%-10.7pp | 55.6%-19.5pp | 68.1%-32.0pp |
| Annual return | 17.45% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $623 | $586+6.1% | $914-31.9% | $2,551-75.6% |
| Participant deferral / active EE | $1,488 | $1,171+27.0% | $1,790-16.9% | $4,139-64.0% |
| Admin fee / account holder | $2,013 | $1,962+2.6% | $2,495-19.3% | $7,234-72.2% |