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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 | $3,753 | $67,823-94.5% | $52,425-92.8% | $137,256-97.3% |
| Participation rate | 42.1% | 63.9%-21.8pp | 55.6%-13.5pp | 80.0%-37.9pp |
| Annual return | 24.94% | 219.11%-194.2pp | 302.12%-277.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $273 | $1,163-76.5% | $914-70.1% | $4,156-93.4% |
| Participant deferral / active EE | $312 | $2,288-86.4% | $1,790-82.6% | $6,407-95.1% |
| Admin fee / account holder | $652 | $2,844-77.1% | $2,495-73.9% | $12,270-94.7% |