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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 | $8,931 | $67,823-86.8% | $52,425-83.0% | $137,256-93.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 7.71% | 219.11%-211.4pp | 302.12%-294.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $436 | $1,163-62.6% | $914-52.4% | $4,156-89.5% |
| Participant deferral / active EE | $748 | $2,288-67.3% | $1,790-58.2% | $6,407-88.3% |
| Admin fee / account holder | $706 | $2,844-75.2% | $2,495-71.7% | $12,270-94.2% |