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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 | $3,496 | $29,319-88.1% | $52,425-93.3% | $82,448-95.8% |
| Participation rate | 64.9% | 46.9%+18.1pp | 55.6%+9.3pp | 68.1%-3.2pp |
| Annual return | 18.74% | 535.20%-516.5pp | 302.12%-283.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $357 | $586-39.1% | $914-60.9% | $2,551-86.0% |
| Participant deferral / active EE | $690 | $1,171-41.1% | $1,790-61.5% | $4,139-83.3% |
| Admin fee / account holder | $512 | $1,962-73.9% | $2,495-79.5% | $7,234-92.9% |