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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 | $19,560 | $45,900-57.4% | $94,057-79.2% | $64,340-69.6% |
| Participation rate | 54.1% | 50.6%+3.5pp | 73.3%-19.3pp | 55.2%-1.2pp |
| Annual return | 13.08% | 50.47%-37.4pp | 480.62%-467.5pp | 24.14%-11.1pp |
| Employer contribution / active EE | $494 | $1,612-69.4% | $2,933-83.2% | $1,862-73.5% |
| Participant deferral / active EE | $1,399 | $2,102-33.5% | $4,709-70.3% | $2,980-53.1% |
| Admin fee / account holder | $2,196 | $3,143-30.1% | $7,244-69.7% | $3,703-40.7% |