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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 | $14,160 | $29,319-51.7% | $52,425-73.0% | $82,448-82.8% |
| Participation rate | 14.5% | 46.9%-32.4pp | 55.6%-41.1pp | 68.1%-53.6pp |
| Annual return | 21.56% | 535.20%-513.6pp | 302.12%-280.6pp | 41.64%-20.1pp |
| Employer contribution / active EE | $288 | $586-50.8% | $914-68.5% | $2,551-88.7% |
| Participant deferral / active EE | $533 | $1,171-54.5% | $1,790-70.2% | $4,139-87.1% |
| Admin fee / account holder | $2,558 | $1,962+30.4% | $2,495+2.5% | $7,234-64.6% |