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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 | $28,624-3.9% | $53,647-48.7% | $82,637-66.7% |
| Participation rate | 26.8% | 47.3%-20.5pp | 56.3%-29.5pp | 68.1%-41.3pp |
| Annual return | 19.42% | 664.98%-645.6pp | 358.33%-338.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $555 | $637-12.8% | $962-42.3% | $2,552-78.3% |
| Participant deferral / active EE | $1,465 | $1,196+22.5% | $1,813-19.2% | $4,126-64.5% |
| Admin fee / account holder | $789 | $2,022-61.0% | $2,460-67.9% | $7,339-89.3% |