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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 | $14,619 | $67,823-78.4% | $52,425-72.1% | $137,256-89.3% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 23.89% | 219.11%-195.2pp | 302.12%-278.2pp | 220.34%-196.4pp |
| Employer contribution / active EE | $689 | $1,163-40.7% | $914-24.6% | $4,156-83.4% |
| Participant deferral / active EE | $1,019 | $2,288-55.5% | $1,790-43.1% | $6,407-84.1% |
| Admin fee / account holder | $1,983 | $2,844-30.3% | $2,495-20.5% | $12,270-83.8% |