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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 | $6,703 | $37,446-82.1% | $77,513-91.4% | $79,852-91.6% |
| Participation rate | 38.9% | 41.5%-2.6pp | 54.2%-15.3pp | 69.6%-30.7pp |
| Annual return | 17.48% | 39.76%-22.3pp | 54.81%-37.3pp | 31.72%-14.2pp |
| Employer contribution / active EE | $156 | $637-75.5% | $987-84.2% | $2,471-93.7% |
| Participant deferral / active EE | $553 | $1,261-56.1% | $1,861-70.3% | $3,740-85.2% |
| Admin fee / account holder | $607 | $2,506-75.8% | $2,859-78.8% | $5,306-88.6% |