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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 | $27,846 | $67,823-58.9% | $52,425-46.9% | $137,256-79.7% |
| Participation rate | 44.4% | 63.9%-19.5pp | 55.6%-11.2pp | 80.0%-35.5pp |
| Annual return | 19.34% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $484 | $1,163-58.4% | $914-47.1% | $4,156-88.4% |
| Participant deferral / active EE | $484 | $2,288-78.9% | $1,790-73.0% | $6,407-92.4% |
| Admin fee / account holder | $319 | $2,844-88.8% | $2,495-87.2% | $12,270-97.4% |