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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 | $37,584 | $29,319+28.2% | $52,425-28.3% | $82,448-54.4% |
| Participation rate | 36.6% | 46.9%-10.3pp | 55.6%-19.0pp | 68.1%-31.5pp |
| Annual return | 16.86% | 535.20%-518.3pp | 302.12%-285.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $860 | $586+46.6% | $914-6.0% | $2,551-66.3% |
| Participant deferral / active EE | $1,441 | $1,171+23.0% | $1,790-19.5% | $4,139-65.2% |
| Admin fee / account holder | $3,155 | $1,962+60.8% | $2,495+26.5% | $7,234-56.4% |