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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 | $15,904 | $26,936-41.0% | $53,647-70.4% | $71,012-77.6% |
| Participation rate | 24.3% | 21.9%+2.5pp | 56.3%-31.9pp | 58.6%-34.2pp |
| Annual return | 20.95% | 81.59%-60.6pp | 358.33%-337.4pp | 37.67%-16.7pp |
| Employer contribution / active EE | $681 | $335+103.3% | $962-29.2% | $2,348-71.0% |
| Participant deferral / active EE | $1,123 | $590+90.4% | $1,813-38.1% | $3,246-65.4% |
| Admin fee / account holder | $2,198 | $2,177+1.0% | $2,460-10.6% | $1,167+88.4% |