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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 | $20,409 | $29,319-30.4% | $52,425-61.1% | $82,448-75.2% |
| Participation rate | 20.5% | 46.9%-26.4pp | 55.6%-35.1pp | 68.1%-47.6pp |
| Annual return | 24.15% | 535.20%-511.1pp | 302.12%-278.0pp | 41.64%-17.5pp |
| Employer contribution / active EE | $295 | $586-49.8% | $914-67.8% | $2,551-88.5% |
| Participant deferral / active EE | $557 | $1,171-52.4% | $1,790-68.9% | $4,139-86.5% |
| Admin fee / account holder | $589 | $1,962-70.0% | $2,495-76.4% | $7,234-91.9% |