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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 | $2,643 | $67,823-96.1% | $52,425-95.0% | $137,256-98.1% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 25.38% | 219.11%-193.7pp | 302.12%-276.7pp | 220.34%-195.0pp |
| Employer contribution / active EE | $351 | $1,163-69.8% | $914-61.6% | $4,156-91.6% |
| Participant deferral / active EE | $475 | $2,288-79.2% | $1,790-73.5% | $6,407-92.6% |
| Admin fee / account holder | $553 | $2,844-80.6% | $2,495-77.8% | $12,270-95.5% |