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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 | $21,107 | $67,823-68.9% | $52,425-59.7% | $137,256-84.6% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 19.02% | 219.11%-200.1pp | 302.12%-283.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $444 | $1,163-61.9% | $914-51.5% | $4,156-89.3% |
| Participant deferral / active EE | $1,798 | $2,288-21.4% | $1,790+0.4% | $6,407-71.9% |
| Admin fee / account holder | $578 | $2,844-79.7% | $2,495-76.8% | $12,270-95.3% |