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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 | $27,970 | $28,167-0.7% | $73,658-62.0% | $64,728-56.8% |
| Participation rate | 16.8% | 21.1%-4.3pp | 57.0%-40.3pp | 57.9%-41.1pp |
| Annual return | 15.94% | 139.75%-123.8pp | 29.72%-13.8pp | 49.38%-33.4pp |
| Employer contribution / active EE | $254 | $373-31.8% | $1,032-75.4% | $2,243-88.7% |
| Participant deferral / active EE | $547 | $597-8.4% | $2,062-73.5% | $2,729-80.0% |
| Admin fee / account holder | $2,209 | $1,791+23.3% | $3,357-34.2% | $1,145+92.9% |