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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 | $26,033 | $29,319-11.2% | $52,425-50.3% | $82,448-68.4% |
| Participation rate | 32.3% | 46.9%-14.6pp | 55.6%-23.4pp | 68.1%-35.8pp |
| Annual return | 20.24% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $578 | $586-1.4% | $914-36.8% | $2,551-77.3% |
| Participant deferral / active EE | $818 | $1,171-30.1% | $1,790-54.3% | $4,139-80.2% |
| Admin fee / account holder | $2,973 | $1,962+51.5% | $2,495+19.2% | $7,234-58.9% |