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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 | $28,025 | $29,319-4.4% | $52,425-46.5% | $82,448-66.0% |
| Participation rate | 25.9% | 46.9%-20.9pp | 55.6%-29.7pp | 68.1%-42.1pp |
| Annual return | 18.84% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $830 | $586+41.5% | $914-9.3% | $2,551-67.5% |
| Participant deferral / active EE | $1,502 | $1,171+28.2% | $1,790-16.1% | $4,139-63.7% |
| Admin fee / account holder | $350 | $1,962-82.2% | $2,495-86.0% | $7,234-95.2% |