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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 | $9,010 | $29,319-69.3% | $52,425-82.8% | $82,448-89.1% |
| Participation rate | 27.7% | 46.9%-19.2pp | 55.6%-27.9pp | 68.1%-40.4pp |
| Annual return | 16.87% | 535.20%-518.3pp | 302.12%-285.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $252 | $586-57.0% | $914-72.4% | $2,551-90.1% |
| Participant deferral / active EE | $471 | $1,171-59.8% | $1,790-73.7% | $4,139-88.6% |
| Admin fee / account holder | $386 | $1,962-80.3% | $2,495-84.5% | $7,234-94.7% |