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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 | $29,440 | $28,624+2.9% | $53,647-45.1% | $82,637-64.4% |
| Participation rate | 17.2% | 47.3%-30.1pp | 56.3%-39.1pp | 68.1%-50.9pp |
| Annual return | 25.76% | 664.98%-639.2pp | 358.33%-332.6pp | 53.51%-27.7pp |
| Employer contribution / active EE | $585 | $637-8.1% | $962-39.2% | $2,552-77.1% |
| Participant deferral / active EE | $1,412 | $1,196+18.0% | $1,813-22.2% | $4,126-65.8% |
| Admin fee / account holder | $1,123 | $2,022-44.5% | $2,460-54.4% | $7,339-84.7% |