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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 | $16,291 | $23,330-30.2% | $64,489-74.7% | $82,448-80.2% |
| Participation rate | 57.1% | 68.3%-11.1pp | 67.7%-10.6pp | 68.1%-10.9pp |
| Annual return | 15.97% | 83.66%-67.7pp | 55.03%-39.1pp | 41.64%-25.7pp |
| Employer contribution / active EE | $243 | $824-70.5% | $1,523-84.0% | $2,551-90.5% |
| Participant deferral / active EE | $1,746 | $1,707+2.3% | $2,778-37.1% | $4,139-57.8% |
| Admin fee / account holder | $395 | $2,946-86.6% | $4,260-90.7% | $7,234-94.5% |