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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 | $13,323 | $67,823-80.4% | $52,425-74.6% | $137,256-90.3% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 15.10% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $38 | $1,163-96.7% | $914-95.8% | $4,156-99.1% |
| Participant deferral / active EE | $257 | $2,288-88.8% | $1,790-85.6% | $6,407-96.0% |
| Admin fee / account holder | $341 | $2,844-88.0% | $2,495-86.3% | $12,270-97.2% |