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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 | $26,006 | $29,716-12.5% | $56,077-53.6% | $80,925-67.9% |
| Participation rate | 57.7% | 41.7%+16.0pp | 52.5%+5.2pp | 67.7%-10.0pp |
| Annual return | 13.13% | 35.30%-22.2pp | 1709.28%-1696.1pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,499 | $671+272.4% | $1,040+140.2% | $2,756-9.3% |
| Participant deferral / active EE | $3,998 | $1,228+225.5% | $1,954+104.6% | $4,299-7.0% |
| Admin fee / account holder | $2,670 | $2,432+9.8% | $2,825-5.5% | $6,940-61.5% |