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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 | $17,758 | $29,319-39.4% | $52,425-66.1% | $82,448-78.5% |
| Participation rate | 42.0% | 46.9%-4.9pp | 55.6%-13.6pp | 68.1%-26.1pp |
| Annual return | 15.71% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $693 | $586+18.3% | $914-24.1% | $2,551-72.8% |
| Participant deferral / active EE | $2,194 | $1,171+87.3% | $1,790+22.6% | $4,139-47.0% |
| Admin fee / account holder | $4,727 | $1,962+140.9% | $2,495+89.5% | $7,234-34.7% |