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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 | $6,715 | $51,638-87.0% | $68,368-90.2% | $82,448-91.9% |
| Participation rate | 47.1% | 63.6%-16.5pp | 73.8%-26.6pp | 68.1%-20.9pp |
| Annual return | 19.58% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $314 | $2,047-84.6% | $2,649-88.1% | $2,551-87.7% |
| Participant deferral / active EE | $599 | $2,914-79.4% | $4,123-85.5% | $4,139-85.5% |
| Admin fee / account holder | $392 | $4,643-91.6% | $5,150-92.4% | $7,234-94.6% |