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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 | $28,606 | $29,319-2.4% | $52,425-45.4% | $82,448-65.3% |
| Participation rate | 42.2% | 46.9%-4.7pp | 55.6%-13.4pp | 68.1%-25.9pp |
| Annual return | 20.52% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $602 | $586+2.7% | $914-34.1% | $2,551-76.4% |
| Participant deferral / active EE | $1,727 | $1,171+47.5% | $1,790-3.5% | $4,139-58.3% |
| Admin fee / account holder | $2,138 | $1,962+9.0% | $2,495-14.3% | $7,234-70.4% |