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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 | $12,519 | $29,319-57.3% | $52,425-76.1% | $82,448-84.8% |
| Participation rate | 23.5% | 46.9%-23.3pp | 55.6%-32.1pp | 68.1%-44.5pp |
| Annual return | 17.27% | 535.20%-517.9pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $579 | $586-1.3% | $914-36.7% | $2,551-77.3% |
| Participant deferral / active EE | $1,528 | $1,171+30.5% | $1,790-14.6% | $4,139-63.1% |
| Admin fee / account holder | $1,684 | $1,962-14.2% | $2,495-32.5% | $7,234-76.7% |