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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 | $69,118-67.1% | $53,647-57.7% | $138,895-83.6% |
| Participation rate | 18.8% | 64.0%-45.2pp | 56.3%-37.5pp | 79.9%-61.2pp |
| Annual return | 14.51% | 248.26%-233.8pp | 358.33%-343.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $156 | $1,189-86.9% | $962-83.8% | $4,194-96.3% |
| Participant deferral / active EE | $691 | $2,274-69.6% | $1,813-61.9% | $6,396-89.2% |
| Admin fee / account holder | $729 | $2,724-73.2% | $2,460-70.4% | $12,562-94.2% |