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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 | $16,508 | $29,319-43.7% | $52,425-68.5% | $82,448-80.0% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 21.61% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $186 | $586-68.3% | $914-79.6% | $2,551-92.7% |
| Participant deferral / active EE | $803 | $1,171-31.4% | $1,790-55.2% | $4,139-80.6% |
| Admin fee / account holder | $341 | $1,962-82.6% | $2,495-86.3% | $7,234-95.3% |