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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 | $8,786 | $67,823-87.0% | $52,425-83.2% | $137,256-93.6% |
| Participation rate | 35.0% | 63.9%-28.9pp | 55.6%-20.6pp | 80.0%-45.0pp |
| Annual return | 26.99% | 219.11%-192.1pp | 302.12%-275.1pp | 220.34%-193.3pp |
| Employer contribution / active EE | $553 | $1,163-52.5% | $914-39.5% | $4,156-86.7% |
| Participant deferral / active EE | $1,387 | $2,288-39.4% | $1,790-22.5% | $6,407-78.4% |
| Admin fee / account holder | $1,127 | $2,844-60.4% | $2,495-54.8% | $12,270-90.8% |