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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 | $17,406 | $29,319-40.6% | $52,425-66.8% | $82,448-78.9% |
| Participation rate | 22.7% | 46.9%-24.1pp | 55.6%-32.9pp | 68.1%-45.3pp |
| Annual return | 17.92% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $358 | $586-38.9% | $914-60.8% | $2,551-86.0% |
| Participant deferral / active EE | $712 | $1,171-39.2% | $1,790-60.2% | $4,139-82.8% |
| Admin fee / account holder | $594 | $1,962-69.7% | $2,495-76.2% | $7,234-91.8% |