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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 | $22,128 | $36,595-39.5% | $88,179-74.9% | $71,012-68.8% |
| Participation rate | 16.1% | 29.2%-13.0pp | 69.1%-53.0pp | 58.6%-42.4pp |
| Annual return | 16.43% | 61.46%-45.0pp | 64.97%-48.5pp | 37.67%-21.2pp |
| Employer contribution / active EE | $343 | $787-56.3% | $2,549-86.5% | $2,348-85.4% |
| Participant deferral / active EE | $733 | $1,195-38.6% | $4,614-84.1% | $3,246-77.4% |
| Admin fee / account holder | $1,446 | $2,755-47.5% | $7,673-81.2% | $1,167+23.9% |