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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 | $69,118-73.7% | $53,647-66.1% | $138,895-86.9% |
| Participation rate | 30.8% | 64.0%-33.2pp | 56.3%-25.5pp | 79.9%-49.1pp |
| Annual return | 21.05% | 248.26%-227.2pp | 358.33%-337.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $251 | $1,189-78.9% | $962-73.9% | $4,194-94.0% |
| Participant deferral / active EE | $690 | $2,274-69.7% | $1,813-62.0% | $6,396-89.2% |
| Admin fee / account holder | $701 | $2,724-74.3% | $2,460-71.5% | $12,562-94.4% |