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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 | $3,146 | $67,823-95.4% | $52,425-94.0% | $137,256-97.7% |
| Participation rate | 40.9% | 63.9%-23.0pp | 55.6%-14.7pp | 80.0%-39.1pp |
| Annual return | 13.36% | 219.11%-205.8pp | 302.12%-288.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $305 | $1,163-73.7% | $914-66.6% | $4,156-92.7% |
| Participant deferral / active EE | $409 | $2,288-82.1% | $1,790-77.2% | $6,407-93.6% |
| Admin fee / account holder | $1,223 | $2,844-57.0% | $2,495-51.0% | $12,270-90.0% |