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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 | $28,624-72.3% | $53,647-85.2% | $82,637-90.4% |
| Participation rate | 23.3% | 47.3%-24.0pp | 56.3%-33.0pp | 68.1%-44.8pp |
| Annual return | 21.98% | 664.98%-643.0pp | 358.33%-336.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $124 | $637-80.6% | $962-87.1% | $2,552-95.1% |
| Participant deferral / active EE | $256 | $1,196-78.6% | $1,813-85.9% | $4,126-93.8% |
| Admin fee / account holder | $392 | $2,022-80.6% | $2,460-84.1% | $7,339-94.7% |