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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 | $19,531 | $29,319-33.4% | $52,425-62.7% | $82,448-76.3% |
| Participation rate | 25.7% | 46.9%-21.1pp | 55.6%-29.9pp | 68.1%-42.4pp |
| Annual return | 33.93% | 535.20%-501.3pp | 302.12%-268.2pp | 41.64%-7.7pp |
| Employer contribution / active EE | $401 | $586-31.7% | $914-56.2% | $2,551-84.3% |
| Participant deferral / active EE | $1,423 | $1,171+21.5% | $1,790-20.5% | $4,139-65.6% |
| Admin fee / account holder | $998 | $1,962-49.1% | $2,495-60.0% | $7,234-86.2% |