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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 | $11,601 | $28,624-59.5% | $53,647-78.4% | $82,637-86.0% |
| Participation rate | 22.5% | 47.3%-24.8pp | 56.3%-33.8pp | 68.1%-45.6pp |
| Annual return | 18.17% | 664.98%-646.8pp | 358.33%-340.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $136 | $637-78.7% | $962-85.9% | $2,552-94.7% |
| Participant deferral / active EE | $899 | $1,196-24.8% | $1,813-50.4% | $4,126-78.2% |
| Admin fee / account holder | $2,069 | $2,022+2.4% | $2,460-15.9% | $7,339-71.8% |