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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 | $12,349 | $29,319-57.9% | $52,425-76.4% | $82,448-85.0% |
| Participation rate | 47.5% | 46.9%+0.6pp | 55.6%-8.1pp | 68.1%-20.6pp |
| Annual return | 18.30% | 535.20%-516.9pp | 302.12%-283.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $520 | $586-11.4% | $914-43.2% | $2,551-79.6% |
| Participant deferral / active EE | $1,299 | $1,171+10.9% | $1,790-27.5% | $4,139-68.6% |
| Admin fee / account holder | $949 | $1,962-51.6% | $2,495-62.0% | $7,234-86.9% |