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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 | $101,618-83.6% | $93,063-82.1% | $137,256-87.9% |
| Participation rate | 29.4% | 74.9%-45.5pp | 72.1%-42.7pp | 80.0%-50.5pp |
| Annual return | 12.53% | 223.95%-211.4pp | 34.15%-21.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $510 | $2,707-81.2% | $2,476-79.4% | $4,156-87.7% |
| Participant deferral / active EE | $858 | $4,279-79.9% | $3,958-78.3% | $6,407-86.6% |
| Admin fee / account holder | $550 | $6,198-91.1% | $6,033-90.9% | $12,270-95.5% |