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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 | $69,118-75.8% | $53,647-68.9% | $138,895-88.0% |
| Participation rate | 41.2% | 64.0%-22.8pp | 56.3%-15.1pp | 79.9%-38.7pp |
| Annual return | 16.12% | 248.26%-232.1pp | 358.33%-342.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $705 | $1,189-40.7% | $962-26.7% | $4,194-83.2% |
| Participant deferral / active EE | $1,115 | $2,274-51.0% | $1,813-38.5% | $6,396-82.6% |
| Admin fee / account holder | $2,683 | $2,724-1.5% | $2,460+9.1% | $12,562-78.6% |