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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 | $36,140-45.8% | $73,658-73.4% | $64,340-69.6% |
| Participation rate | 21.6% | 31.0%-9.5pp | 57.0%-35.5pp | 55.2%-33.7pp |
| Annual return | 15.28% | 21.48%-6.2pp | 29.72%-14.4pp | 24.14%-8.9pp |
| Employer contribution / active EE | $525 | $443+18.5% | $1,032-49.1% | $1,862-71.8% |
| Participant deferral / active EE | $792 | $1,023-22.6% | $2,062-61.6% | $2,980-73.4% |
| Admin fee / account holder | $600 | $2,513-76.1% | $3,357-82.1% | $3,703-83.8% |