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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 | $12,973 | $36,140-64.1% | $73,658-82.4% | $64,340-79.8% |
| Participation rate | 30.3% | 31.0%-0.8pp | 57.0%-26.8pp | 55.2%-25.0pp |
| Annual return | 15.45% | 21.48%-6.0pp | 29.72%-14.3pp | 24.14%-8.7pp |
| Employer contribution / active EE | $279 | $443-37.0% | $1,032-72.9% | $1,862-85.0% |
| Participant deferral / active EE | $712 | $1,023-30.4% | $2,062-65.5% | $2,980-76.1% |
| Admin fee / account holder | $905 | $2,513-64.0% | $3,357-73.0% | $3,703-75.6% |