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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 | $17,775 | $110,303-83.9% | $95,759-81.4% | $139,487-87.3% |
| Participation rate | 16.7% | 75.7%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 24.16% | 27.19%-3.0pp | 28.42%-4.3pp | 373.84%-349.7pp |
| Employer contribution / active EE | $666 | $3,261-79.6% | $2,836-76.5% | $4,755-86.0% |
| Participant deferral / active EE | $981 | $4,674-79.0% | $4,244-76.9% | $6,713-85.4% |
| Admin fee / account holder | $822 | $6,615-87.6% | $5,678-85.5% | $11,407-92.8% |