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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 | $4,453 | $29,319-84.8% | $52,425-91.5% | $82,448-94.6% |
| Participation rate | 64.9% | 46.9%+18.1pp | 55.6%+9.3pp | 68.1%-3.2pp |
| Annual return | 19.79% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.9pp |
| Employer contribution / active EE | $287 | $586-51.0% | $914-68.6% | $2,551-88.7% |
| Participant deferral / active EE | $551 | $1,171-53.0% | $1,790-69.2% | $4,139-86.7% |
| Admin fee / account holder | $390 | $1,962-80.1% | $2,495-84.4% | $7,234-94.6% |