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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 | $2,638 | $29,319-91.0% | $52,425-95.0% | $82,448-96.8% |
| Participation rate | 54.1% | 46.9%+7.2pp | 55.6%-1.6pp | 68.1%-14.0pp |
| Annual return | 25.32% | 535.20%-509.9pp | 302.12%-276.8pp | 41.64%-16.3pp |
| Employer contribution / active EE | $292 | $586-50.2% | $914-68.1% | $2,551-88.6% |
| Participant deferral / active EE | $318 | $1,171-72.9% | $1,790-82.3% | $4,139-92.3% |
| Admin fee / account holder | $336 | $1,962-82.9% | $2,495-86.5% | $7,234-95.4% |