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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 | $7,481 | $28,624-73.9% | $53,647-86.1% | $82,637-90.9% |
| Participation rate | 63.5% | 47.3%+16.3pp | 56.3%+7.2pp | 68.1%-4.5pp |
| Annual return | 16.22% | 664.98%-648.8pp | 358.33%-342.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $550 | $637-13.6% | $962-42.8% | $2,552-78.4% |
| Participant deferral / active EE | $1,105 | $1,196-7.6% | $1,813-39.1% | $4,126-73.2% |
| Admin fee / account holder | $1,373 | $2,022-32.1% | $2,460-44.2% | $7,339-81.3% |