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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 | $69,118-79.9% | $53,647-74.1% | $138,895-90.0% |
| Participation rate | 9.1% | 64.0%-54.9pp | 56.3%-47.2pp | 79.9%-70.8pp |
| Annual return | 17.88% | 248.26%-230.4pp | 358.33%-340.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $139 | $1,189-88.3% | $962-85.5% | $4,194-96.7% |
| Participant deferral / active EE | $319 | $2,274-86.0% | $1,813-82.4% | $6,396-95.0% |
| Admin fee / account holder | $1,636 | $2,724-39.9% | $2,460-33.5% | $12,562-87.0% |