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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 | $51,295 | $29,319+75.0% | $52,425-2.2% | $82,448-37.8% |
| Participation rate | 14.0% | 46.9%-32.9pp | 55.6%-41.6pp | 68.1%-54.1pp |
| Annual return | 18.11% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $298 | $586-49.1% | $914-67.4% | $2,551-88.3% |
| Participant deferral / active EE | $1,602 | $1,171+36.8% | $1,790-10.5% | $4,139-61.3% |
| Admin fee / account holder | $790 | $1,962-59.7% | $2,495-68.3% | $7,234-89.1% |