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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 | $15,537 | $29,319-47.0% | $52,425-70.4% | $82,448-81.2% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 20.50% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $398 | $586-32.2% | $914-56.5% | $2,551-84.4% |
| Participant deferral / active EE | $967 | $1,171-17.4% | $1,790-46.0% | $4,139-76.6% |
| Admin fee / account holder | $598 | $1,962-69.5% | $2,495-76.0% | $7,234-91.7% |