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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 | $16,669 | $125,778-86.7% | $114,563-85.5% | $154,746-89.2% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.9%-43.5pp | 80.7%-51.3pp |
| Annual return | 12.53% | 295.14%-282.6pp | 241.09%-228.6pp | 172.34%-159.8pp |
| Employer contribution / active EE | $510 | $2,806-81.8% | $2,592-80.3% | $4,379-88.4% |
| Participant deferral / active EE | $858 | $4,445-80.7% | $4,142-79.3% | $6,730-87.2% |
| Admin fee / account holder | $550 | $8,190-93.3% | $7,623-92.8% | $14,365-96.2% |