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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 | $15,128 | $81,664-81.5% | $70,476-78.5% | $158,966-90.5% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 16.91% | 208.59%-191.7pp | 109.12%-92.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $606 | $3,219-81.2% | $2,738-77.9% | $4,762-87.3% |
| Participant deferral / active EE | $1,264 | $4,556-72.2% | $3,710-65.9% | $5,983-78.9% |
| Admin fee / account holder | $2,341 | $6,197-62.2% | $3,847-39.1% | $11,250-79.2% |