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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 | $13,806 | $29,319-52.9% | $52,425-73.7% | $82,448-83.3% |
| Participation rate | 60.5% | 46.9%+13.6pp | 55.6%+4.8pp | 68.1%-7.6pp |
| Annual return | 17.81% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $224 | $586-61.8% | $914-75.5% | $2,551-91.2% |
| Participant deferral / active EE | $1,705 | $1,171+45.6% | $1,790-4.8% | $4,139-58.8% |
| Admin fee / account holder | $621 | $1,962-68.4% | $2,495-75.1% | $7,234-91.4% |