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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 | $12,994 | $36,140-64.0% | $73,658-82.4% | $64,340-79.8% |
| Participation rate | 17.1% | 31.0%-14.0pp | 57.0%-40.0pp | 55.2%-38.2pp |
| Annual return | 43.58% | 21.48%+22.1pp | 29.72%+13.9pp | 24.14%+19.4pp |
| Employer contribution / active EE | $146 | $443-67.0% | $1,032-85.8% | $1,862-92.1% |
| Participant deferral / active EE | $616 | $1,023-39.8% | $2,062-70.1% | $2,980-79.3% |
| Admin fee / account holder | $746 | $2,513-70.3% | $3,357-77.8% | $3,703-79.8% |