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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 | $13,874 | $67,823-79.5% | $52,425-73.5% | $137,256-89.9% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 17.88% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.5pp |
| Employer contribution / active EE | $139 | $1,163-88.0% | $914-84.8% | $4,156-96.6% |
| Participant deferral / active EE | $319 | $2,288-86.0% | $1,790-82.2% | $6,407-95.0% |
| Admin fee / account holder | $1,636 | $2,844-42.5% | $2,495-34.4% | $12,270-86.7% |