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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 | $12,573 | $28,624-56.1% | $53,647-76.6% | $82,637-84.8% |
| Participation rate | 27.3% | 47.3%-20.0pp | 56.3%-29.0pp | 68.1%-40.8pp |
| Annual return | 22.64% | 664.98%-642.3pp | 358.33%-335.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $129 | $637-79.8% | $962-86.6% | $2,552-95.0% |
| Participant deferral / active EE | $1,420 | $1,196+18.7% | $1,813-21.7% | $4,126-65.6% |
| Admin fee / account holder | $610 | $2,022-69.8% | $2,460-75.2% | $7,339-91.7% |