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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 | $3,441 | $29,319-88.3% | $52,425-93.4% | $82,448-95.8% |
| Participation rate | 63.3% | 46.9%+16.4pp | 55.6%+7.6pp | 68.1%-4.8pp |
| Annual return | 19.80% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $213 | $586-63.7% | $914-76.7% | $2,551-91.7% |
| Participant deferral / active EE | $256 | $1,171-78.1% | $1,790-85.7% | $4,139-93.8% |
| Admin fee / account holder | $473 | $1,962-75.9% | $2,495-81.0% | $7,234-93.5% |