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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 | $19,581 | $36,844-46.9% | $83,854-76.6% | $65,306-70.0% |
| Participation rate | 21.6% | 29.2%-7.7pp | 59.1%-37.6pp | 57.7%-36.1pp |
| Annual return | 15.28% | 22.28%-7.0pp | 31.39%-16.1pp | 21.94%-6.7pp |
| Employer contribution / active EE | $525 | $415+26.5% | $1,017-48.4% | $1,967-73.3% |
| Participant deferral / active EE | $792 | $1,040-23.9% | $2,035-61.1% | $2,959-73.2% |
| Admin fee / account holder | $600 | $2,546-76.4% | $3,197-81.2% | $3,480-82.7% |