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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 | $3,420 | $28,624-88.1% | $53,647-93.6% | $82,637-95.9% |
| Participation rate | 67.9% | 47.3%+20.6pp | 56.3%+11.6pp | 68.1%-0.2pp |
| Annual return | 21.32% | 664.98%-643.7pp | 358.33%-337.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $471 | $637-26.0% | $962-51.0% | $2,552-81.5% |
| Participant deferral / active EE | $630 | $1,196-47.3% | $1,813-65.3% | $4,126-84.7% |
| Admin fee / account holder | $562 | $2,022-72.2% | $2,460-77.2% | $7,339-92.3% |