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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 | $4,115 | $28,624-85.6% | $53,647-92.3% | $82,637-95.0% |
| Participation rate | 61.5% | 47.3%+14.3pp | 56.3%+5.3pp | 68.1%-6.5pp |
| Annual return | 18.82% | 664.98%-646.2pp | 358.33%-339.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $496 | $637-22.1% | $962-48.4% | $2,552-80.6% |
| Participant deferral / active EE | $914 | $1,196-23.6% | $1,813-49.6% | $4,126-77.9% |
| Admin fee / account holder | $1,754 | $2,022-13.3% | $2,460-28.7% | $7,339-76.1% |