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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 | $26,004 | $29,319-11.3% | $52,425-50.4% | $82,448-68.5% |
| Participation rate | 14.5% | 46.9%-32.3pp | 55.6%-41.1pp | 68.1%-53.5pp |
| Annual return | 18.94% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $289 | $586-50.8% | $914-68.4% | $2,551-88.7% |
| Participant deferral / active EE | $429 | $1,171-63.4% | $1,790-76.1% | $4,139-89.6% |
| Admin fee / account holder | $900 | $1,962-54.1% | $2,495-63.9% | $7,234-87.6% |