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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 | $13,910 | $67,823-79.5% | $52,425-73.5% | $137,256-89.9% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 22.89% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $469 | $1,163-59.7% | $914-48.7% | $4,156-88.7% |
| Participant deferral / active EE | $805 | $2,288-64.8% | $1,790-55.0% | $6,407-87.4% |
| Admin fee / account holder | $615 | $2,844-78.4% | $2,495-75.4% | $12,270-95.0% |