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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 | $8,189 | $37,446-78.1% | $77,552-89.4% | $79,856-89.7% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 28.83% | 39.76%-10.9pp | 54.82%-26.0pp | 31.71%-2.9pp |
| Employer contribution / active EE | $166 | $637-74.0% | $987-83.2% | $2,471-93.3% |
| Participant deferral / active EE | $546 | $1,261-56.7% | $1,861-70.6% | $3,741-85.4% |
| Admin fee / account holder | $1,847 | $2,506-26.3% | $2,859-35.4% | $5,306-65.2% |