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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 | $18,084 | $29,319-38.3% | $52,425-65.5% | $82,448-78.1% |
| Participation rate | 45.8% | 46.9%-1.1pp | 55.6%-9.9pp | 68.1%-22.3pp |
| Annual return | 18.01% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,612 | $586+174.8% | $914+76.3% | $2,551-36.8% |
| Participant deferral / active EE | $2,085 | $1,171+78.0% | $1,790+16.4% | $4,139-49.6% |
| Admin fee / account holder | $690 | $1,962-64.8% | $2,495-72.3% | $7,234-90.5% |