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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 | $28,624+19.6% | $53,647-36.2% | $82,637-58.6% |
| Participation rate | 27.5% | 47.3%-19.8pp | 56.3%-28.8pp | 68.1%-40.6pp |
| Annual return | 18.87% | 664.98%-646.1pp | 358.33%-339.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $590 | $637-7.3% | $962-38.7% | $2,552-76.9% |
| Participant deferral / active EE | $1,915 | $1,196+60.1% | $1,813+5.6% | $4,126-53.6% |
| Admin fee / account holder | $467 | $2,022-76.9% | $2,460-81.0% | $7,339-93.6% |