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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 | $5,012 | $29,319-82.9% | $52,425-90.4% | $82,448-93.9% |
| Participation rate | 45.1% | 46.9%-1.7pp | 55.6%-10.5pp | 68.1%-22.9pp |
| Annual return | 20.27% | 535.20%-514.9pp | 302.12%-281.8pp | 41.64%-21.4pp |
| Employer contribution / active EE | $605 | $586+3.1% | $914-33.8% | $2,551-76.3% |
| Participant deferral / active EE | $914 | $1,171-22.0% | $1,790-48.9% | $4,139-77.9% |
| Admin fee / account holder | $873 | $1,962-55.5% | $2,495-65.0% | $7,234-87.9% |