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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 | $9,191 | $29,319-68.7% | $52,425-82.5% | $82,448-88.9% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 26.44% | 535.20%-508.8pp | 302.12%-275.7pp | 41.64%-15.2pp |
| Employer contribution / active EE | $798 | $586+36.0% | $914-12.7% | $2,551-68.7% |
| Participant deferral / active EE | $966 | $1,171-17.6% | $1,790-46.1% | $4,139-76.7% |
| Admin fee / account holder | $449 | $1,962-77.1% | $2,495-82.0% | $7,234-93.8% |