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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 | $28,917 | $29,319-1.4% | $52,425-44.8% | $82,448-64.9% |
| Participation rate | 28.1% | 46.9%-18.7pp | 55.6%-27.5pp | 68.1%-39.9pp |
| Annual return | 22.60% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,061 | $586+80.9% | $914+16.1% | $2,551-58.4% |
| Participant deferral / active EE | $1,799 | $1,171+53.6% | $1,790+0.5% | $4,139-56.5% |
| Admin fee / account holder | $3,319 | $1,962+69.1% | $2,495+33.0% | $7,234-54.1% |