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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 | $15,953 | $29,319-45.6% | $52,425-69.6% | $82,448-80.7% |
| Participation rate | 68.4% | 46.9%+21.6pp | 55.6%+12.8pp | 68.1%+0.4pp |
| Annual return | 15.10% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $769 | $586+31.2% | $914-15.8% | $2,551-69.8% |
| Participant deferral / active EE | $1,854 | $1,171+58.3% | $1,790+3.5% | $4,139-55.2% |
| Admin fee / account holder | $683 | $1,962-65.2% | $2,495-72.6% | $7,234-90.6% |