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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 | $7,512 | $29,319-74.4% | $52,425-85.7% | $82,448-90.9% |
| Participation rate | 27.6% | 46.9%-19.3pp | 55.6%-28.0pp | 68.1%-40.5pp |
| Annual return | 20.65% | 535.20%-514.6pp | 302.12%-281.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $358 | $586-39.0% | $914-60.9% | $2,551-86.0% |
| Participant deferral / active EE | $470 | $1,171-59.9% | $1,790-73.8% | $4,139-88.6% |
| Admin fee / account holder | $1,383 | $1,962-29.5% | $2,495-44.6% | $7,234-80.9% |