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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 | $29,985 | $76,608-60.9% | $56,077-46.5% | $145,877-79.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 13.45% | 3009.59%-2996.1pp | 1709.28%-1695.8pp | 551.28%-537.8pp |
| Employer contribution / active EE | $968 | $1,382-29.9% | $1,040-7.0% | $4,663-79.2% |
| Participant deferral / active EE | $3,189 | $2,624+21.5% | $1,954+63.2% | $6,691-52.3% |
| Admin fee / account holder | $404 | $3,325-87.8% | $2,825-85.7% | $13,402-97.0% |