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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 | $4,411 | $29,319-85.0% | $52,425-91.6% | $82,448-94.7% |
| Participation rate | 47.6% | 46.9%+0.8pp | 55.6%-8.0pp | 68.1%-20.4pp |
| Annual return | 24.36% | 535.20%-510.8pp | 302.12%-277.8pp | 41.64%-17.3pp |
| Employer contribution / active EE | $597 | $586+1.8% | $914-34.7% | $2,551-76.6% |
| Participant deferral / active EE | $573 | $1,171-51.0% | $1,790-68.0% | $4,139-86.1% |
| Admin fee / account holder | $665 | $1,962-66.1% | $2,495-73.3% | $7,234-90.8% |