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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 | $28,265 | $69,118-59.1% | $53,647-47.3% | $138,895-79.7% |
| Participation rate | 12.5% | 64.0%-51.5pp | 56.3%-43.8pp | 79.9%-67.4pp |
| Annual return | 17.94% | 248.26%-230.3pp | 358.33%-340.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $470 | $1,189-60.5% | $962-51.1% | $4,194-88.8% |
| Participant deferral / active EE | $1,041 | $2,274-54.2% | $1,813-42.6% | $6,396-83.7% |
| Admin fee / account holder | $570 | $2,724-79.1% | $2,460-76.8% | $12,562-95.5% |