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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 | $18,084 | $29,319-38.3% | $52,425-65.5% | $82,448-78.1% |
| Participation rate | 40.2% | 46.9%-6.6pp | 55.6%-15.4pp | 68.1%-27.9pp |
| Annual return | 21.16% | 535.20%-514.0pp | 302.12%-281.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $504 | $586-14.1% | $914-44.9% | $2,551-80.2% |
| Participant deferral / active EE | $670 | $1,171-42.8% | $1,790-62.6% | $4,139-83.8% |
| Admin fee / account holder | $598 | $1,962-69.5% | $2,495-76.0% | $7,234-91.7% |