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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 | $13,642 | $29,319-53.5% | $52,425-74.0% | $82,448-83.5% |
| Participation rate | 63.0% | 46.9%+16.1pp | 55.6%+7.3pp | 68.1%-5.1pp |
| Annual return | 18.27% | 535.20%-516.9pp | 302.12%-283.8pp | 41.64%-23.4pp |
| Employer contribution / active EE | $816 | $586+39.1% | $914-10.8% | $2,551-68.0% |
| Participant deferral / active EE | $1,819 | $1,171+55.3% | $1,790+1.6% | $4,139-56.1% |
| Admin fee / account holder | $1,351 | $1,962-31.1% | $2,495-45.8% | $7,234-81.3% |