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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 | $4,454 | $28,624-84.4% | $53,647-91.7% | $82,637-94.6% |
| Participation rate | 51.1% | 47.3%+3.8pp | 56.3%-5.2pp | 68.1%-16.9pp |
| Annual return | 26.49% | 664.98%-638.5pp | 358.33%-331.8pp | 53.51%-27.0pp |
| Employer contribution / active EE | $590 | $637-7.3% | $962-38.7% | $2,552-76.9% |
| Participant deferral / active EE | $632 | $1,196-47.2% | $1,813-65.1% | $4,126-84.7% |
| Admin fee / account holder | $625 | $2,022-69.1% | $2,460-74.6% | $7,339-91.5% |