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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 | $12,519 | $29,319-57.3% | $52,425-76.1% | $82,448-84.8% |
| Participation rate | 55.8% | 46.9%+9.0pp | 55.6%+0.2pp | 68.1%-12.3pp |
| Annual return | 15.64% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $505 | $586-13.9% | $914-44.8% | $2,551-80.2% |
| Participant deferral / active EE | $1,172 | $1,1710% | $1,790-34.5% | $4,139-71.7% |
| Admin fee / account holder | $1,270 | $1,962-35.3% | $2,495-49.1% | $7,234-82.4% |