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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 | $9,495 | $67,823-86.0% | $52,425-81.9% | $137,256-93.1% |
| Participation rate | 41.2% | 63.9%-22.7pp | 55.6%-14.4pp | 80.0%-38.8pp |
| Annual return | 14.17% | 219.11%-204.9pp | 302.12%-288.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $325 | $1,163-72.1% | $914-64.5% | $4,156-92.2% |
| Participant deferral / active EE | $1,652 | $2,288-27.8% | $1,790-7.7% | $6,407-74.2% |
| Admin fee / account holder | $829 | $2,844-70.9% | $2,495-66.8% | $12,270-93.2% |