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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 | $5,590 | $69,118-91.9% | $53,647-89.6% | $138,895-96.0% |
| Participation rate | 17.6% | 64.0%-46.3pp | 56.3%-38.6pp | 79.9%-62.3pp |
| Annual return | 23.58% | 248.26%-224.7pp | 358.33%-334.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $82 | $1,189-93.1% | $962-91.4% | $4,194-98.0% |
| Participant deferral / active EE | $441 | $2,274-80.6% | $1,813-75.7% | $6,396-93.1% |
| Admin fee / account holder | $495 | $2,724-81.8% | $2,460-79.9% | $12,562-96.1% |