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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 | $25,152 | $29,319-14.2% | $52,425-52.0% | $82,448-69.5% |
| Participation rate | 23.3% | 46.9%-23.5pp | 55.6%-32.3pp | 68.1%-44.7pp |
| Annual return | 20.80% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $187 | $586-68.1% | $914-79.5% | $2,551-92.7% |
| Participant deferral / active EE | $1,566 | $1,171+33.7% | $1,790-12.5% | $4,139-62.2% |
| Admin fee / account holder | $881 | $1,962-55.1% | $2,495-64.7% | $7,234-87.8% |