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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 | $3,927 | $69,118-94.3% | $53,647-92.7% | $138,895-97.2% |
| Participation rate | 60.9% | 64.0%-3.1pp | 56.3%+4.6pp | 79.9%-19.0pp |
| Annual return | 24.44% | 248.26%-223.8pp | 358.33%-333.9pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $949 | $2,274-58.3% | $1,813-47.7% | $6,396-85.2% |
| Admin fee / account holder | $549 | $2,724-79.9% | $2,460-77.7% | $12,562-95.6% |