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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 | $28,443 | $29,319-3.0% | $52,425-45.7% | $82,448-65.5% |
| Participation rate | 32.5% | 46.9%-14.4pp | 55.6%-23.1pp | 68.1%-35.6pp |
| Annual return | 17.38% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.3pp |
| Employer contribution / active EE | $974 | $586+66.0% | $914+6.5% | $2,551-61.8% |
| Participant deferral / active EE | $3,563 | $1,171+204.2% | $1,790+99.0% | $4,139-13.9% |
| Admin fee / account holder | $4,365 | $1,962+122.4% | $2,495+74.9% | $7,234-39.7% |