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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 | $28,624-82.5% | $53,647-90.7% | $82,637-93.9% |
| Participation rate | 45.1% | 47.3%-2.1pp | 56.3%-11.2pp | 68.1%-22.9pp |
| Annual return | 20.27% | 664.98%-644.7pp | 358.33%-338.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $605 | $637-5.0% | $962-37.1% | $2,552-76.3% |
| Participant deferral / active EE | $914 | $1,196-23.6% | $1,813-49.6% | $4,126-77.8% |
| Admin fee / account holder | $873 | $2,022-56.8% | $2,460-64.5% | $7,339-88.1% |