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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 | $14,193 | $69,118-79.5% | $53,647-73.5% | $138,895-89.8% |
| Participation rate | 44.4% | 64.0%-19.5pp | 56.3%-11.8pp | 79.9%-35.5pp |
| Annual return | 21.34% | 248.26%-226.9pp | 358.33%-337.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $504 | $1,189-57.6% | $962-47.6% | $4,194-88.0% |
| Participant deferral / active EE | $1,181 | $2,274-48.1% | $1,813-34.9% | $6,396-81.5% |
| Admin fee / account holder | $758 | $2,724-72.2% | $2,460-69.2% | $12,562-94.0% |