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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 | $3,103 | $69,118-95.5% | $53,647-94.2% | $138,895-97.8% |
| Participation rate | 47.8% | 64.0%-16.2pp | 56.3%-8.5pp | 79.9%-32.1pp |
| Annual return | 18.57% | 248.26%-229.7pp | 358.33%-339.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $327 | $1,189-72.5% | $962-66.0% | $4,194-92.2% |
| Participant deferral / active EE | $388 | $2,274-82.9% | $1,813-78.6% | $6,396-93.9% |
| Admin fee / account holder | $339 | $2,724-87.6% | $2,460-86.2% | $12,562-97.3% |