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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 | $24,432 | $29,319-16.7% | $52,425-53.4% | $82,448-70.4% |
| Participation rate | 34.8% | 46.9%-12.0pp | 55.6%-20.8pp | 68.1%-33.2pp |
| Annual return | 15.63% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $761 | $586+29.8% | $914-16.7% | $2,551-70.2% |
| Participant deferral / active EE | $1,528 | $1,171+30.4% | $1,790-14.7% | $4,139-63.1% |
| Admin fee / account holder | $720 | $1,962-63.3% | $2,495-71.2% | $7,234-90.1% |