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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 | $4,834 | $28,624-83.1% | $53,647-91.0% | $82,637-94.2% |
| Participation rate | 38.1% | 47.3%-9.2pp | 56.3%-18.2pp | 68.1%-30.0pp |
| Annual return | 22.67% | 664.98%-642.3pp | 358.33%-335.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $286 | $637-55.0% | $962-70.2% | $2,552-88.8% |
| Participant deferral / active EE | $487 | $1,196-59.2% | $1,813-73.1% | $4,126-88.2% |
| Admin fee / account holder | $511 | $2,022-74.7% | $2,460-79.2% | $7,339-93.0% |