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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 | $16,708 | $67,823-75.4% | $52,425-68.1% | $137,256-87.8% |
| Participation rate | 41.2% | 63.9%-22.7pp | 55.6%-14.4pp | 80.0%-38.8pp |
| Annual return | 16.12% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $705 | $1,163-39.3% | $914-22.8% | $4,156-83.0% |
| Participant deferral / active EE | $1,115 | $2,288-51.3% | $1,790-37.7% | $6,407-82.6% |
| Admin fee / account holder | $2,683 | $2,844-5.7% | $2,495+7.5% | $12,270-78.1% |