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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 | $15,391 | $29,319-47.5% | $52,425-70.6% | $82,448-81.3% |
| Participation rate | 52.9% | 46.9%+6.1pp | 55.6%-2.7pp | 68.1%-15.1pp |
| Annual return | 19.54% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $696 | $586+18.7% | $914-23.9% | $2,551-72.7% |
| Participant deferral / active EE | $1,113 | $1,171-5.0% | $1,790-37.9% | $4,139-73.1% |
| Admin fee / account holder | $426 | $1,962-78.3% | $2,495-82.9% | $7,234-94.1% |