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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 | $13,462 | $37,446-64.0% | $77,513-82.6% | $79,852-83.1% |
| Participation rate | 24.1% | 41.5%-17.4pp | 54.2%-30.1pp | 69.6%-45.5pp |
| Annual return | 25.41% | 39.76%-14.4pp | 54.81%-29.4pp | 31.72%-6.3pp |
| Employer contribution / active EE | $502 | $637-21.1% | $987-49.1% | $2,471-79.7% |
| Participant deferral / active EE | $510 | $1,261-59.6% | $1,861-72.6% | $3,740-86.4% |
| Admin fee / account holder | $414 | $2,506-83.5% | $2,859-85.5% | $5,306-92.2% |