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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 | $18,104 | $29,319-38.3% | $52,425-65.5% | $82,448-78.0% |
| Participation rate | 31.6% | 46.9%-15.3pp | 55.6%-24.0pp | 68.1%-36.5pp |
| Annual return | 27.84% | 535.20%-507.4pp | 302.12%-274.3pp | 41.64%-13.8pp |
| Employer contribution / active EE | $1,360 | $586+131.8% | $914+48.7% | $2,551-46.7% |
| Participant deferral / active EE | $2,437 | $1,171+108.0% | $1,790+36.1% | $4,139-41.1% |
| Admin fee / account holder | $364 | $1,962-81.5% | $2,495-85.4% | $7,234-95.0% |