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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 | $11,477 | $28,624-59.9% | $53,647-78.6% | $82,637-86.1% |
| Participation rate | 53.3% | 47.3%+6.1pp | 56.3%-2.9pp | 68.1%-14.7pp |
| Annual return | 17.05% | 664.98%-647.9pp | 358.33%-341.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $294 | $637-53.8% | $962-69.4% | $2,552-88.5% |
| Participant deferral / active EE | $637 | $1,196-46.7% | $1,813-64.9% | $4,126-84.6% |
| Admin fee / account holder | $698 | $2,022-65.5% | $2,460-71.6% | $7,339-90.5% |