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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 | $28,697 | $29,319-2.1% | $52,425-45.3% | $82,448-65.2% |
| Participation rate | 16.4% | 46.9%-30.4pp | 55.6%-39.2pp | 68.1%-51.6pp |
| Annual return | 22.61% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $311 | $586-47.0% | $914-66.0% | $2,551-87.8% |
| Participant deferral / active EE | $1,037 | $1,171-11.5% | $1,790-42.1% | $4,139-75.0% |
| Admin fee / account holder | $602 | $1,962-69.3% | $2,495-75.9% | $7,234-91.7% |