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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 | $18,163 | $67,823-73.2% | $52,425-65.4% | $137,256-86.8% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 21.05% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $251 | $1,163-78.5% | $914-72.6% | $4,156-94.0% |
| Participant deferral / active EE | $690 | $2,288-69.9% | $1,790-61.5% | $6,407-89.2% |
| Admin fee / account holder | $701 | $2,844-75.4% | $2,495-71.9% | $12,270-94.3% |