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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 | $15,676 | $69,118-77.3% | $53,647-70.8% | $138,895-88.7% |
| Participation rate | 5.6% | 64.0%-58.4pp | 56.3%-50.7pp | 79.9%-74.4pp |
| Annual return | 15.22% | 248.26%-233.0pp | 358.33%-343.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $49 | $1,189-95.8% | $962-94.9% | $4,194-98.8% |
| Participant deferral / active EE | $297 | $2,274-87.0% | $1,813-83.6% | $6,396-95.4% |
| Admin fee / account holder | $345 | $2,724-87.3% | $2,460-86.0% | $12,562-97.3% |