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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 | $15,904 | $27,243-41.6% | $52,425-69.7% | $79,634-80.0% |
| Participation rate | 24.3% | 22.4%+1.9pp | 55.6%-31.3pp | 62.5%-38.1pp |
| Annual return | 20.95% | 63.36%-42.4pp | 302.12%-281.2pp | 36.46%-15.5pp |
| Employer contribution / active EE | $681 | $319+113.5% | $914-25.5% | $2,529-73.1% |
| Participant deferral / active EE | $1,123 | $636+76.7% | $1,790-37.3% | $3,835-70.7% |
| Admin fee / account holder | $2,198 | $2,105+4.4% | $2,495-11.9% | $1,002+119.4% |