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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 | $1,769 | $22,602-92.2% | $65,566-97.3% | $75,173-97.6% |
| Participation rate | 69.3% | 63.1%+6.3pp | 64.9%+4.4pp | 67.2%+2.1pp |
| Annual return | 152.41% | 71.13%+81.3pp | 47.40%+105.0pp | 160.72%-8.3pp |
| Employer contribution / active EE | $505 | $941-46.3% | $1,692-70.1% | $2,671-81.1% |
| Participant deferral / active EE | $1,123 | $1,695-33.7% | $2,832-60.3% | $4,126-72.8% |
| Admin fee / account holder | $591 | $1,877-68.5% | $4,114-85.6% | $5,651-89.5% |