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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 | $32,265 | $28,624+12.7% | $53,647-39.9% | $82,637-61.0% |
| Participation rate | 24.3% | 47.3%-22.9pp | 56.3%-32.0pp | 68.1%-43.7pp |
| Annual return | 14.73% | 664.98%-650.2pp | 358.33%-343.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $412 | $637-35.3% | $962-57.2% | $2,552-83.9% |
| Participant deferral / active EE | $1,312 | $1,196+9.6% | $1,813-27.7% | $4,126-68.2% |
| Admin fee / account holder | $2,714 | $2,022+34.3% | $2,460+10.3% | $7,339-63.0% |