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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 | $25,896 | $29,319-11.7% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 19.51% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $261 | $586-55.4% | $914-71.4% | $2,551-89.7% |
| Participant deferral / active EE | $2,136 | $1,171+82.4% | $1,790+19.3% | $4,139-48.4% |
| Admin fee / account holder | $569 | $1,962-71.0% | $2,495-77.2% | $7,234-92.1% |