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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 | $17,717 | $29,319-39.6% | $52,425-66.2% | $82,448-78.5% |
| Participation rate | 51.9% | 46.9%+5.0pp | 55.6%-3.8pp | 68.1%-16.2pp |
| Annual return | 19.71% | 535.20%-515.5pp | 302.12%-282.4pp | 41.64%-21.9pp |
| Employer contribution / active EE | $799 | $586+36.3% | $914-12.6% | $2,551-68.7% |
| Participant deferral / active EE | $1,693 | $1,171+44.5% | $1,790-5.4% | $4,139-59.1% |
| Admin fee / account holder | $1,288 | $1,962-34.3% | $2,495-48.4% | $7,234-82.2% |