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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 | $37,527 | $29,319+28.0% | $52,425-28.4% | $82,448-54.5% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 16.51% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $622 | $586+6.0% | $914-32.0% | $2,551-75.6% |
| Participant deferral / active EE | $868 | $1,171-25.9% | $1,790-51.5% | $4,139-79.0% |
| Admin fee / account holder | $1,062 | $1,962-45.9% | $2,495-57.4% | $7,234-85.3% |