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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 | $27,264 | $28,624-4.8% | $53,647-49.2% | $82,637-67.0% |
| Participation rate | 53.1% | 47.3%+5.9pp | 56.3%-3.2pp | 68.1%-14.9pp |
| Annual return | 20.23% | 664.98%-644.7pp | 358.33%-338.1pp | 53.51%-33.3pp |
| Employer contribution / active EE | $893 | $637+40.3% | $962-7.2% | $2,552-65.0% |
| Participant deferral / active EE | $1,043 | $1,196-12.8% | $1,813-42.5% | $4,126-74.7% |
| Admin fee / account holder | $306 | $2,022-84.9% | $2,460-87.6% | $7,339-95.8% |