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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 | $15,754 | $85,060-81.5% | $70,548-77.7% | $139,456-88.7% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 23.03% | 30.38%-7.4pp | 32.78%-9.8pp | 373.45%-350.4pp |
| Employer contribution / active EE | $637 | $3,911-83.7% | $2,975-78.6% | $4,753-86.6% |
| Participant deferral / active EE | $1,281 | $5,890-78.2% | $4,567-71.9% | $6,711-80.9% |
| Admin fee / account holder | $3,518 | $8,925-60.6% | $6,424-45.2% | $11,407-69.2% |