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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 | $7,979 | $67,823-88.2% | $52,425-84.8% | $137,256-94.2% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 14.03% | 219.11%-205.1pp | 302.12%-288.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $372 | $1,163-68.0% | $914-59.3% | $4,156-91.0% |
| Participant deferral / active EE | $413 | $2,288-82.0% | $1,790-77.0% | $6,407-93.6% |
| Admin fee / account holder | $741 | $2,844-73.9% | $2,495-70.3% | $12,270-94.0% |