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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 | $28,231 | $27,243+3.6% | $52,425-46.1% | $79,634-64.5% |
| Participation rate | 21.8% | 22.4%-0.6pp | 55.6%-33.8pp | 62.5%-40.7pp |
| Annual return | 14.23% | 63.36%-49.1pp | 302.12%-287.9pp | 36.46%-22.2pp |
| Employer contribution / active EE | $271 | $319-15.2% | $914-70.4% | $2,529-89.3% |
| Participant deferral / active EE | $677 | $636+6.6% | $1,790-62.2% | $3,835-82.3% |
| Admin fee / account holder | $1,775 | $2,105-15.7% | $2,495-28.9% | $1,002+77.1% |