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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 | $28,624-11.4% | $53,647-52.7% | $82,637-69.3% |
| Participation rate | 29.6% | 47.3%-17.6pp | 56.3%-26.7pp | 68.1%-38.4pp |
| Annual return | 16.18% | 664.98%-648.8pp | 358.33%-342.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $722 | $637+13.3% | $962-25.0% | $2,552-71.7% |
| Participant deferral / active EE | $1,716 | $1,196+43.4% | $1,813-5.4% | $4,126-58.4% |
| Admin fee / account holder | $4,384 | $2,022+116.8% | $2,460+78.2% | $7,339-40.3% |