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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 | $32,633 | $29,319+11.3% | $52,425-37.8% | $82,448-60.4% |
| Participation rate | 28.3% | 46.9%-18.5pp | 55.6%-27.3pp | 68.1%-39.7pp |
| Annual return | 16.95% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $293 | $586-50.0% | $914-68.0% | $2,551-88.5% |
| Participant deferral / active EE | $1,047 | $1,171-10.6% | $1,790-41.5% | $4,139-74.7% |
| Admin fee / account holder | $1,349 | $1,962-31.2% | $2,495-45.9% | $7,234-81.4% |