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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 | $8,944 | $69,118-87.1% | $53,647-83.3% | $138,895-93.6% |
| Participation rate | 26.7% | 64.0%-37.3pp | 56.3%-29.6pp | 79.9%-53.3pp |
| Annual return | 24.65% | 248.26%-223.6pp | 358.33%-333.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $423 | $1,189-64.5% | $962-56.1% | $4,194-89.9% |
| Participant deferral / active EE | $1,197 | $2,274-47.4% | $1,813-34.0% | $6,396-81.3% |
| Admin fee / account holder | $873 | $2,724-68.0% | $2,460-64.5% | $12,562-93.1% |