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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 | $25,357 | $29,319-13.5% | $52,425-51.6% | $82,448-69.2% |
| Participation rate | 29.6% | 46.9%-17.2pp | 55.6%-26.0pp | 68.1%-38.4pp |
| Annual return | 16.18% | 535.20%-519.0pp | 302.12%-285.9pp | 41.64%-25.5pp |
| Employer contribution / active EE | $722 | $586+23.0% | $914-21.1% | $2,551-71.7% |
| Participant deferral / active EE | $1,716 | $1,171+46.5% | $1,790-4.2% | $4,139-58.6% |
| Admin fee / account holder | $4,384 | $1,962+123.4% | $2,495+75.7% | $7,234-39.4% |