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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 | $27,989 | $29,319-4.5% | $52,425-46.6% | $82,448-66.1% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 17.03% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $596 | $586+1.6% | $914-34.8% | $2,551-76.6% |
| Participant deferral / active EE | $634 | $1,171-45.8% | $1,790-64.6% | $4,139-84.7% |
| Admin fee / account holder | $3,202 | $1,962+63.2% | $2,495+28.3% | $7,234-55.7% |