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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 | $36,531 | $29,319+24.6% | $52,425-30.3% | $82,448-55.7% |
| Participation rate | 25.9% | 46.9%-20.9pp | 55.6%-29.7pp | 68.1%-42.1pp |
| Annual return | 20.37% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.3pp |
| Employer contribution / active EE | $408 | $586-30.5% | $914-55.4% | $2,551-84.0% |
| Participant deferral / active EE | $1,802 | $1,171+53.9% | $1,790+0.7% | $4,139-56.5% |
| Admin fee / account holder | $3,326 | $1,962+69.5% | $2,495+33.3% | $7,234-54.0% |