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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 | $13,541 | $29,051-53.4% | $52,425-74.2% | $67,986-80.1% |
| Participation rate | 19.2% | 30.4%-11.2pp | 55.6%-36.4pp | 57.2%-38.0pp |
| Annual return | 18.31% | 24.00%-5.7pp | 302.12%-283.8pp | 31.67%-13.4pp |
| Employer contribution / active EE | $433 | $412+5.1% | $914-52.7% | $2,019-78.6% |
| Participant deferral / active EE | $678 | $873-22.3% | $1,790-62.1% | $3,358-79.8% |
| Admin fee / account holder | $1,767 | $2,113-16.4% | $2,495-29.2% | $3,203-44.8% |