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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 | $9,456 | $29,319-67.7% | $52,425-82.0% | $82,448-88.5% |
| Participation rate | 44.7% | 46.9%-2.1pp | 55.6%-10.9pp | 68.1%-23.3pp |
| Annual return | 30.81% | 535.20%-504.4pp | 302.12%-271.3pp | 41.64%-10.8pp |
| Employer contribution / active EE | $538 | $586-8.3% | $914-41.1% | $2,551-78.9% |
| Participant deferral / active EE | $1,044 | $1,171-10.9% | $1,790-41.7% | $4,139-74.8% |
| Admin fee / account holder | $591 | $1,962-69.9% | $2,495-76.3% | $7,234-91.8% |