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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 | $24,306 | $67,823-64.2% | $52,425-53.6% | $137,256-82.3% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 19.41% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,163 | $1,1630% | $914+27.2% | $4,156-72.0% |
| Participant deferral / active EE | $2,501 | $2,288+9.3% | $1,790+39.7% | $6,407-61.0% |
| Admin fee / account holder | $1,911 | $2,844-32.8% | $2,495-23.4% | $12,270-84.4% |