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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 | $2,638 | $28,624-90.8% | $53,647-95.1% | $82,637-96.8% |
| Participation rate | 54.1% | 47.3%+6.8pp | 56.3%-2.2pp | 68.1%-14.0pp |
| Annual return | 25.32% | 664.98%-639.7pp | 358.33%-333.0pp | 53.51%-28.2pp |
| Employer contribution / active EE | $292 | $637-54.1% | $962-69.7% | $2,552-88.6% |
| Participant deferral / active EE | $318 | $1,196-73.4% | $1,813-82.5% | $4,126-92.3% |
| Admin fee / account holder | $336 | $2,022-83.4% | $2,460-86.3% | $7,339-95.4% |