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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 | $15,772 | $36,948-57.3% | $73,658-78.6% | $87,485-82.0% |
| Participation rate | 19.7% | 46.8%-27.1pp | 57.0%-37.4pp | 68.9%-49.3pp |
| Annual return | 22.28% | 28.64%-6.4pp | 29.72%-7.4pp | 26.06%-3.8pp |
| Employer contribution / active EE | $296 | $670-55.8% | $1,032-71.3% | $2,596-88.6% |
| Participant deferral / active EE | $910 | $1,379-34.0% | $2,062-55.9% | $4,274-78.7% |
| Admin fee / account holder | $1,576 | $2,531-37.7% | $3,357-53.1% | $7,775-79.7% |