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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 | $67,823-80.8% | $52,425-75.1% | $137,256-90.5% |
| Participation rate | 15.0% | 63.9%-48.9pp | 55.6%-40.6pp | 80.0%-65.0pp |
| Annual return | 17.92% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $306 | $1,163-73.7% | $914-66.6% | $4,156-92.6% |
| Participant deferral / active EE | $952 | $2,288-58.4% | $1,790-46.8% | $6,407-85.1% |
| Admin fee / account holder | $1,374 | $2,844-51.7% | $2,495-44.9% | $12,270-88.8% |