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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 | $15,676 | $67,823-76.9% | $52,425-70.1% | $137,256-88.6% |
| Participation rate | 5.6% | 63.9%-58.4pp | 55.6%-50.1pp | 80.0%-74.4pp |
| Annual return | 15.22% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $49 | $1,163-95.7% | $914-94.6% | $4,156-98.8% |
| Participant deferral / active EE | $297 | $2,288-87.0% | $1,790-83.4% | $6,407-95.4% |
| Admin fee / account holder | $345 | $2,844-87.9% | $2,495-86.2% | $12,270-97.2% |