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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 | $7,930 | $29,319-73.0% | $52,425-84.9% | $82,448-90.4% |
| Participation rate | 23.3% | 46.9%-23.6pp | 55.6%-32.3pp | 68.1%-44.8pp |
| Annual return | 21.98% | 535.20%-513.2pp | 302.12%-280.1pp | 41.64%-19.7pp |
| Employer contribution / active EE | $124 | $586-78.9% | $914-86.5% | $2,551-95.1% |
| Participant deferral / active EE | $256 | $1,171-78.2% | $1,790-85.7% | $4,139-93.8% |
| Admin fee / account holder | $392 | $1,962-80.0% | $2,495-84.3% | $7,234-94.6% |