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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 | $8,932 | $29,319-69.5% | $52,425-83.0% | $82,448-89.2% |
| Participation rate | 29.4% | 46.9%-17.4pp | 55.6%-26.2pp | 68.1%-38.7pp |
| Annual return | 47.91% | 535.20%-487.3pp | 302.12%-254.2pp | 41.64%+6.3pp |
| Employer contribution / active EE | $381 | $586-35.0% | $914-58.3% | $2,551-85.1% |
| Participant deferral / active EE | $424 | $1,171-63.8% | $1,790-76.3% | $4,139-89.7% |
| Admin fee / account holder | $413 | $1,962-79.0% | $2,495-83.5% | $7,234-94.3% |