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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 | $28,624-51.8% | $53,647-74.3% | $82,637-83.3% |
| Participation rate | 60.5% | 47.3%+13.2pp | 56.3%+4.2pp | 68.1%-7.6pp |
| Annual return | 17.81% | 664.98%-647.2pp | 358.33%-340.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $224 | $637-64.8% | $962-76.7% | $2,552-91.2% |
| Participant deferral / active EE | $1,705 | $1,196+42.5% | $1,813-6.0% | $4,126-58.7% |
| Admin fee / account holder | $621 | $2,022-69.3% | $2,460-74.8% | $7,339-91.5% |