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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 | $5,081 | $28,624-82.2% | $53,647-90.5% | $82,637-93.9% |
| Participation rate | 52.6% | 47.3%+5.4pp | 56.3%-3.6pp | 68.1%-15.4pp |
| Annual return | 21.62% | 664.98%-643.4pp | 358.33%-336.7pp | 53.51%-31.9pp |
| Employer contribution / active EE | $415 | $637-34.8% | $962-56.9% | $2,552-83.7% |
| Participant deferral / active EE | $643 | $1,196-46.2% | $1,813-64.5% | $4,126-84.4% |
| Admin fee / account holder | $837 | $2,022-58.6% | $2,460-66.0% | $7,339-88.6% |