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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 | $25,561 | $29,319-12.8% | $52,425-51.2% | $82,448-69.0% |
| Participation rate | 52.2% | 46.9%+5.3pp | 55.6%-3.4pp | 68.1%-15.9pp |
| Annual return | 19.26% | 535.20%-515.9pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $924 | $586+57.6% | $914+1.1% | $2,551-63.8% |
| Participant deferral / active EE | $2,071 | $1,171+76.8% | $1,790+15.7% | $4,139-50.0% |
| Admin fee / account holder | $2,681 | $1,962+36.6% | $2,495+7.5% | $7,234-62.9% |