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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 | $29,995 | $29,319+2.3% | $52,425-42.8% | $82,448-63.6% |
| Participation rate | 26.7% | 46.9%-20.2pp | 55.6%-29.0pp | 68.1%-41.4pp |
| Annual return | 22.09% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.6pp |
| Employer contribution / active EE | $890 | $586+51.7% | $914-2.7% | $2,551-65.1% |
| Participant deferral / active EE | $1,865 | $1,171+59.3% | $1,790+4.2% | $4,139-54.9% |
| Admin fee / account holder | $1,270 | $1,962-35.3% | $2,495-49.1% | $7,234-82.4% |