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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 | $7,311 | $29,319-75.1% | $52,425-86.1% | $82,448-91.1% |
| Participation rate | 43.3% | 46.9%-3.5pp | 55.6%-12.3pp | 68.1%-24.7pp |
| Annual return | 17.35% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $463 | $586-21.0% | $914-49.3% | $2,551-81.8% |
| Participant deferral / active EE | $731 | $1,171-37.6% | $1,790-59.2% | $4,139-82.3% |
| Admin fee / account holder | $713 | $1,962-63.7% | $2,495-71.4% | $7,234-90.1% |