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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 | $26,334 | $27,243-3.3% | $52,425-49.8% | $79,634-66.9% |
| Participation rate | 31.0% | 22.4%+8.6pp | 55.6%-24.6pp | 62.5%-31.5pp |
| Annual return | 32.15% | 63.36%-31.2pp | 302.12%-270.0pp | 36.46%-4.3pp |
| Employer contribution / active EE | $252 | $319-21.1% | $914-72.5% | $2,529-90.0% |
| Participant deferral / active EE | $1,053 | $636+65.7% | $1,790-41.2% | $3,835-72.5% |
| Admin fee / account holder | $2,276 | $2,105+8.1% | $2,495-8.8% | $1,002+127.2% |