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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 | $8,917 | $29,319-69.6% | $52,425-83.0% | $82,448-89.2% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 21.28% | 535.20%-513.9pp | 302.12%-280.8pp | 41.64%-20.4pp |
| Employer contribution / active EE | $719 | $586+22.6% | $914-21.3% | $2,551-71.8% |
| Participant deferral / active EE | $812 | $1,171-30.7% | $1,790-54.7% | $4,139-80.4% |
| Admin fee / account holder | $829 | $1,962-57.7% | $2,495-66.8% | $7,234-88.5% |