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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 | $5,633 | $69,118-91.8% | $53,647-89.5% | $138,895-95.9% |
| Participation rate | 45.8% | 64.0%-18.1pp | 56.3%-10.4pp | 79.9%-34.1pp |
| Annual return | 19.70% | 248.26%-228.6pp | 358.33%-338.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $227 | $1,189-80.9% | $962-76.4% | $4,194-94.6% |
| Participant deferral / active EE | $271 | $2,274-88.1% | $1,813-85.1% | $6,396-95.8% |
| Admin fee / account holder | $387 | $2,724-85.8% | $2,460-84.3% | $12,562-96.9% |