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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 | $50,025 | $29,319+70.6% | $52,425-4.6% | $82,448-39.3% |
| Participation rate | 27.8% | 46.9%-19.1pp | 55.6%-27.8pp | 68.1%-40.3pp |
| Annual return | 23.54% | 535.20%-511.7pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $502 | $586-14.5% | $914-45.1% | $2,551-80.3% |
| Participant deferral / active EE | $1,679 | $1,171+43.3% | $1,790-6.2% | $4,139-59.4% |
| Admin fee / account holder | $2,036 | $1,962+3.8% | $2,495-18.4% | $7,234-71.9% |