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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 | $18,400 | $52,353-64.9% | $120,225-84.7% | $82,448-77.7% |
| Participation rate | 18.9% | 58.3%-39.4pp | 69.6%-50.7pp | 68.1%-49.1pp |
| Annual return | 18.66% | 61.85%-43.2pp | 439.23%-420.6pp | 41.64%-23.0pp |
| Employer contribution / active EE | $543 | $1,510-64.0% | $3,475-84.4% | $2,551-78.7% |
| Participant deferral / active EE | $778 | $2,627-70.4% | $3,999-80.6% | $4,139-81.2% |
| Admin fee / account holder | $346 | $4,363-92.1% | $5,696-93.9% | $7,234-95.2% |