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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 | $25,901 | $29,319-11.7% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 28.1% | 46.9%-18.8pp | 55.6%-27.6pp | 68.1%-40.0pp |
| Annual return | 20.02% | 535.20%-515.2pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,079 | $586+84.0% | $914+18.0% | $2,551-57.7% |
| Participant deferral / active EE | $2,787 | $1,171+138.0% | $1,790+55.7% | $4,139-32.7% |
| Admin fee / account holder | $3,455 | $1,962+76.1% | $2,495+38.5% | $7,234-52.2% |