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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 | $8,904 | $69,118-87.1% | $53,647-83.4% | $138,895-93.6% |
| Participation rate | 25.0% | 64.0%-39.0pp | 56.3%-31.3pp | 79.9%-54.9pp |
| Annual return | 18.17% | 248.26%-230.1pp | 358.33%-340.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $311 | $1,189-73.8% | $962-67.6% | $4,194-92.6% |
| Participant deferral / active EE | $893 | $2,274-60.7% | $1,813-50.8% | $6,396-86.0% |
| Admin fee / account holder | $1,476 | $2,724-45.8% | $2,460-40.0% | $12,562-88.2% |