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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 | $17,835 | $26,936-33.8% | $53,647-66.8% | $71,012-74.9% |
| Participation rate | 20.1% | 21.9%-1.8pp | 56.3%-36.2pp | 58.6%-38.5pp |
| Annual return | 24.54% | 81.59%-57.0pp | 358.33%-333.8pp | 37.67%-13.1pp |
| Employer contribution / active EE | $537 | $335+60.4% | $962-44.1% | $2,348-77.1% |
| Participant deferral / active EE | $1,003 | $590+70.1% | $1,813-44.7% | $3,246-69.1% |
| Admin fee / account holder | $981 | $2,177-54.9% | $2,460-60.1% | $1,167-15.9% |