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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 | $18,797 | $69,118-72.8% | $53,647-65.0% | $138,895-86.5% |
| Participation rate | 17.6% | 64.0%-46.3pp | 56.3%-38.6pp | 79.9%-62.3pp |
| Annual return | 24.70% | 248.26%-223.6pp | 358.33%-333.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $585 | $1,189-50.8% | $962-39.2% | $4,194-86.0% |
| Participant deferral / active EE | $634 | $2,274-72.1% | $1,813-65.0% | $6,396-90.1% |
| Admin fee / account holder | $1,185 | $2,724-56.5% | $2,460-51.8% | $12,562-90.6% |