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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 | $23,034 | $104,116-77.9% | $71,089-67.6% | $135,380-83.0% |
| Participation rate | 52.6% | 65.7%-13.0pp | 54.6%-2.0pp | 82.6%-30.0pp |
| Annual return | 4.47% | 1256.51%-1252.0pp | 650.65%-646.2pp | 519.81%-515.3pp |
| Employer contribution / active EE | $1,822 | $1,485+22.7% | $1,088+67.5% | $4,779-61.9% |
| Participant deferral / active EE | $1,116 | $2,524-55.8% | $1,873-40.4% | $5,609-80.1% |
| Admin fee / account holder | $925 | $4,142-77.7% | $3,082-70.0% | $10,828-91.5% |