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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 | $9,001 | $29,319-69.3% | $52,425-82.8% | $82,448-89.1% |
| Participation rate | 60.7% | 46.9%+13.9pp | 55.6%+5.1pp | 68.1%-7.4pp |
| Annual return | 20.82% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $478 | $586-18.5% | $914-47.7% | $2,551-81.3% |
| Participant deferral / active EE | $1,128 | $1,171-3.7% | $1,790-37.0% | $4,139-72.7% |
| Admin fee / account holder | $543 | $1,962-72.3% | $2,495-78.2% | $7,234-92.5% |