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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 | $13,045 | $69,118-81.1% | $53,647-75.7% | $138,895-90.6% |
| Participation rate | 15.0% | 64.0%-49.0pp | 56.3%-41.3pp | 79.9%-64.9pp |
| Annual return | 17.92% | 248.26%-230.3pp | 358.33%-340.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $306 | $1,189-74.3% | $962-68.2% | $4,194-92.7% |
| Participant deferral / active EE | $952 | $2,274-58.1% | $1,813-47.5% | $6,396-85.1% |
| Admin fee / account holder | $1,374 | $2,724-49.5% | $2,460-44.1% | $12,562-89.1% |