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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 | $34,245 | $29,319+16.8% | $52,425-34.7% | $82,448-58.5% |
| Participation rate | 27.5% | 46.9%-19.4pp | 55.6%-28.1pp | 68.1%-40.6pp |
| Annual return | 18.87% | 535.20%-516.3pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $590 | $586+0.6% | $914-35.5% | $2,551-76.9% |
| Participant deferral / active EE | $1,915 | $1,171+63.5% | $1,790+6.9% | $4,139-53.7% |
| Admin fee / account holder | $467 | $1,962-76.2% | $2,495-81.3% | $7,234-93.5% |