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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 | $26,423 | $28,624-7.7% | $53,647-50.7% | $82,637-68.0% |
| Participation rate | 58.3% | 47.3%+11.1pp | 56.3%+2.1pp | 68.1%-9.7pp |
| Annual return | 19.23% | 664.98%-645.8pp | 358.33%-339.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $796 | $637+25.0% | $962-17.3% | $2,552-68.8% |
| Participant deferral / active EE | $2,508 | $1,196+109.6% | $1,813+38.3% | $4,126-39.2% |
| Admin fee / account holder | $912 | $2,022-54.9% | $2,460-62.9% | $7,339-87.6% |