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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 | $28,968 | $29,319-1.2% | $52,425-44.7% | $82,448-64.9% |
| Participation rate | 41.5% | 46.9%-5.4pp | 55.6%-14.1pp | 68.1%-26.6pp |
| Annual return | 16.74% | 535.20%-518.5pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $518 | $586-11.7% | $914-43.4% | $2,551-79.7% |
| Participant deferral / active EE | $1,499 | $1,171+28.0% | $1,790-16.3% | $4,139-63.8% |
| Admin fee / account holder | $1,407 | $1,962-28.3% | $2,495-43.6% | $7,234-80.6% |