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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 | $39,322 | $29,319+34.1% | $52,425-25.0% | $82,448-52.3% |
| Participation rate | 14.3% | 46.9%-32.6pp | 55.6%-41.3pp | 68.1%-53.8pp |
| Annual return | 23.26% | 535.20%-511.9pp | 302.12%-278.9pp | 41.64%-18.4pp |
| Employer contribution / active EE | $398 | $586-32.1% | $914-56.4% | $2,551-84.4% |
| Participant deferral / active EE | $687 | $1,171-41.3% | $1,790-61.6% | $4,139-83.4% |
| Admin fee / account holder | $872 | $1,962-55.6% | $2,495-65.1% | $7,234-88.0% |