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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 | $13,260 | $29,319-54.8% | $52,425-74.7% | $82,448-83.9% |
| Participation rate | 30.6% | 46.9%-16.3pp | 55.6%-25.1pp | 68.1%-37.5pp |
| Annual return | 27.98% | 535.20%-507.2pp | 302.12%-274.1pp | 41.64%-13.7pp |
| Employer contribution / active EE | $887 | $586+51.2% | $914-3.0% | $2,551-65.2% |
| Participant deferral / active EE | $1,779 | $1,171+51.9% | $1,790-0.6% | $4,139-57.0% |
| Admin fee / account holder | $578 | $1,962-70.5% | $2,495-76.8% | $7,234-92.0% |