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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 | $16,808 | $27,876-39.7% | $83,854-80.0% | $65,191-74.2% |
| Participation rate | 11.3% | 23.2%-11.9pp | 59.1%-47.8pp | 63.0%-51.6pp |
| Annual return | 18.80% | 305.90%-287.1pp | 31.39%-12.6pp | 51.24%-32.4pp |
| Employer contribution / active EE | $147 | $472-68.8% | $1,017-85.5% | $2,400-93.9% |
| Participant deferral / active EE | $568 | $580-2.1% | $2,035-72.1% | $2,671-78.7% |
| Admin fee / account holder | $870 | $1,497-41.9% | $3,197-72.8% | $907-4.1% |