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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 | $22,717 | $67,823-66.5% | $52,425-56.7% | $137,256-83.4% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 14.51% | 219.11%-204.6pp | 302.12%-287.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $156 | $1,163-86.6% | $914-83.0% | $4,156-96.3% |
| Participant deferral / active EE | $691 | $2,288-69.8% | $1,790-61.4% | $6,407-89.2% |
| Admin fee / account holder | $729 | $2,844-74.4% | $2,495-70.8% | $12,270-94.1% |