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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 | $26,628 | $29,319-9.2% | $52,425-49.2% | $82,448-67.7% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 18.18% | 535.20%-517.0pp | 302.12%-283.9pp | 41.64%-23.5pp |
| Employer contribution / active EE | $907 | $586+54.6% | $914-0.8% | $2,551-64.4% |
| Participant deferral / active EE | $1,596 | $1,171+36.2% | $1,790-10.9% | $4,139-61.4% |
| Admin fee / account holder | $1,379 | $1,962-29.7% | $2,495-44.7% | $7,234-80.9% |