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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 | $27,510 | $29,319-6.2% | $52,425-47.5% | $82,448-66.6% |
| Participation rate | 26.8% | 46.9%-20.1pp | 55.6%-28.8pp | 68.1%-41.3pp |
| Annual return | 19.42% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $555 | $586-5.4% | $914-39.3% | $2,551-78.2% |
| Participant deferral / active EE | $1,465 | $1,171+25.1% | $1,790-18.2% | $4,139-64.6% |
| Admin fee / account holder | $789 | $1,962-59.8% | $2,495-68.4% | $7,234-89.1% |