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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 | $67,823-91.8% | $52,425-89.3% | $137,256-95.9% |
| Participation rate | 17.6% | 63.9%-46.3pp | 55.6%-38.0pp | 80.0%-62.3pp |
| Annual return | 23.58% | 219.11%-195.5pp | 302.12%-278.5pp | 220.34%-196.8pp |
| Employer contribution / active EE | $82 | $1,163-92.9% | $914-91.0% | $4,156-98.0% |
| Participant deferral / active EE | $441 | $2,288-80.7% | $1,790-75.4% | $6,407-93.1% |
| Admin fee / account holder | $495 | $2,844-82.6% | $2,495-80.1% | $12,270-96.0% |