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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 | $4,779 | $29,319-83.7% | $52,425-90.9% | $82,448-94.2% |
| Participation rate | 65.5% | 46.9%+18.7pp | 55.6%+9.9pp | 68.1%-2.6pp |
| Annual return | 21.73% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $424 | $586-27.8% | $914-53.7% | $2,551-83.4% |
| Participant deferral / active EE | $735 | $1,171-37.2% | $1,790-58.9% | $4,139-82.2% |
| Admin fee / account holder | $760 | $1,962-61.3% | $2,495-69.6% | $7,234-89.5% |