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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 | $28,624-74.5% | $53,647-86.4% | $82,637-91.2% |
| Participation rate | 43.3% | 47.3%-3.9pp | 56.3%-12.9pp | 68.1%-24.7pp |
| Annual return | 17.35% | 664.98%-647.6pp | 358.33%-341.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $463 | $637-27.2% | $962-51.8% | $2,552-81.8% |
| Participant deferral / active EE | $731 | $1,196-38.9% | $1,813-59.7% | $4,126-82.3% |
| Admin fee / account holder | $713 | $2,022-64.7% | $2,460-71.0% | $7,339-90.3% |