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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 | $15,204 | $28,624-46.9% | $53,647-71.7% | $82,637-81.6% |
| Participation rate | 23.5% | 47.3%-23.7pp | 56.3%-32.8pp | 68.1%-44.5pp |
| Annual return | 17.98% | 664.98%-647.0pp | 358.33%-340.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $370 | $637-41.9% | $962-61.5% | $2,552-85.5% |
| Participant deferral / active EE | $583 | $1,196-51.2% | $1,813-67.8% | $4,126-85.9% |
| Admin fee / account holder | $2,168 | $2,022+7.2% | $2,460-11.9% | $7,339-70.5% |