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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 | $17,167 | $29,319-41.4% | $52,425-67.3% | $82,448-79.2% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 23.56% | 535.20%-511.6pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $389 | $586-33.7% | $914-57.5% | $2,551-84.8% |
| Participant deferral / active EE | $1,086 | $1,171-7.3% | $1,790-39.3% | $4,139-73.8% |
| Admin fee / account holder | $972 | $1,962-50.5% | $2,495-61.1% | $7,234-86.6% |