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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 | $8,190 | $29,051-71.8% | $52,425-84.4% | $67,986-88.0% |
| Participation rate | 58.9% | 30.4%+28.5pp | 55.6%+3.3pp | 57.2%+1.7pp |
| Annual return | 15.47% | 24.00%-8.5pp | 302.12%-286.6pp | 31.67%-16.2pp |
| Employer contribution / active EE | $336 | $412-18.4% | $914-63.3% | $2,019-83.4% |
| Participant deferral / active EE | $881 | $873+0.9% | $1,790-50.8% | $3,358-73.8% |
| Admin fee / account holder | $600 | $2,113-71.6% | $2,495-75.9% | $3,203-81.3% |