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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 | $17,816 | $29,319-39.2% | $52,425-66.0% | $82,448-78.4% |
| Participation rate | 38.9% | 46.9%-8.0pp | 55.6%-16.7pp | 68.1%-29.2pp |
| Annual return | 14.47% | 535.20%-520.7pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $463 | $586-21.1% | $914-49.4% | $2,551-81.9% |
| Participant deferral / active EE | $888 | $1,171-24.2% | $1,790-50.4% | $4,139-78.5% |
| Admin fee / account holder | $1,953 | $1,962-0.5% | $2,495-21.7% | $7,234-73.0% |