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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 | $14,633 | $102,938-85.8% | $94,105-84.5% | $138,895-89.5% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 16.95% | 250.28%-233.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $780 | $2,732-71.5% | $2,504-68.9% | $4,194-81.4% |
| Participant deferral / active EE | $1,138 | $4,196-72.9% | $3,881-70.7% | $6,396-82.2% |
| Admin fee / account holder | $2,406 | $6,600-63.5% | $6,199-61.2% | $12,562-80.8% |