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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 | $16,963 | $127,296-86.7% | $109,907-84.6% | $167,536-89.9% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.2%-38.9pp | 82.1%-46.8pp |
| Annual return | 16.77% | 22.97%-6.2pp | 29.46%-12.7pp | 478.82%-462.0pp |
| Employer contribution / active EE | $410 | $3,325-87.7% | $2,844-85.6% | $4,839-91.5% |
| Participant deferral / active EE | $1,892 | $4,513-58.1% | $4,047-53.2% | $6,342-70.2% |
| Admin fee / account holder | $333 | $7,119-95.3% | $6,069-94.5% | $12,315-97.3% |