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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 | $23,690 | $29,319-19.2% | $52,425-54.8% | $82,448-71.3% |
| Participation rate | 5.8% | 46.9%-41.1pp | 55.6%-49.8pp | 68.1%-62.3pp |
| Annual return | 19.76% | 535.20%-515.4pp | 302.12%-282.4pp | 41.64%-21.9pp |
| Employer contribution / active EE | $165 | $586-71.9% | $914-82.0% | $2,551-93.5% |
| Participant deferral / active EE | $305 | $1,171-73.9% | $1,790-82.9% | $4,139-92.6% |
| Admin fee / account holder | $1,750 | $1,962-10.8% | $2,495-29.8% | $7,234-75.8% |