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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 | $11,603 | $28,624-59.5% | $53,647-78.4% | $82,637-86.0% |
| Participation rate | 31.6% | 47.3%-15.7pp | 56.3%-24.7pp | 68.1%-36.5pp |
| Annual return | 15.05% | 664.98%-649.9pp | 358.33%-343.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $450 | $637-29.2% | $962-53.2% | $2,552-82.4% |
| Participant deferral / active EE | $726 | $1,196-39.3% | $1,813-59.9% | $4,126-82.4% |
| Admin fee / account holder | $1,986 | $2,022-1.8% | $2,460-19.3% | $7,339-72.9% |