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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 | $17,297 | $37,446-53.8% | $77,513-77.7% | $79,852-78.3% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 16.42% | 39.76%-23.3pp | 54.81%-38.4pp | 31.72%-15.3pp |
| Employer contribution / active EE | $159 | $637-75.0% | $987-83.9% | $2,471-93.6% |
| Participant deferral / active EE | $864 | $1,261-31.5% | $1,861-53.6% | $3,740-76.9% |
| Admin fee / account holder | $1,104 | $2,506-55.9% | $2,859-61.4% | $5,306-79.2% |