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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 | $43,570 | $67,823-35.8% | $52,425-16.9% | $137,256-68.3% |
| Participation rate | 19.0% | 63.9%-44.9pp | 55.6%-36.6pp | 80.0%-60.9pp |
| Annual return | 14.89% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $253 | $1,163-78.3% | $914-72.4% | $4,156-93.9% |
| Participant deferral / active EE | $1,198 | $2,288-47.6% | $1,790-33.1% | $6,407-81.3% |
| Admin fee / account holder | $594 | $2,844-79.1% | $2,495-76.2% | $12,270-95.2% |