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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 | $19,072 | $67,823-71.9% | $52,425-63.6% | $137,256-86.1% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 18.34% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $244 | $1,163-79.0% | $914-73.3% | $4,156-94.1% |
| Participant deferral / active EE | $744 | $2,288-67.5% | $1,790-58.5% | $6,407-88.4% |
| Admin fee / account holder | $700 | $2,844-75.4% | $2,495-72.0% | $12,270-94.3% |