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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 | $20,686 | $67,823-69.5% | $52,425-60.5% | $137,256-84.9% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 15.58% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.8pp |
| Employer contribution / active EE | $363 | $1,163-68.8% | $914-60.3% | $4,156-91.3% |
| Participant deferral / active EE | $549 | $2,288-76.0% | $1,790-69.4% | $6,407-91.4% |
| Admin fee / account holder | $2,615 | $2,844-8.0% | $2,495+4.8% | $12,270-78.7% |