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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 | $67,823-72.3% | $52,425-64.1% | $137,256-86.3% |
| Participation rate | 17.6% | 63.9%-46.3pp | 55.6%-38.0pp | 80.0%-62.3pp |
| Annual return | 24.70% | 219.11%-194.4pp | 302.12%-277.4pp | 220.34%-195.6pp |
| Employer contribution / active EE | $585 | $1,163-49.7% | $914-36.0% | $4,156-85.9% |
| Participant deferral / active EE | $634 | $2,288-72.3% | $1,790-64.6% | $6,407-90.1% |
| Admin fee / account holder | $1,185 | $2,844-58.3% | $2,495-52.5% | $12,270-90.3% |