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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 | $23,862 | $35,183-32.2% | $73,550-67.6% | $70,126-66.0% |
| Participation rate | 16.7% | 42.9%-26.3pp | 54.9%-38.3pp | 69.5%-52.9pp |
| Annual return | 20.34% | 26.90%-6.6pp | -15.16%+35.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $209 | $709-70.6% | $1,219-82.9% | $2,343-91.1% |
| Participant deferral / active EE | $493 | $1,220-59.6% | $1,804-72.7% | $3,332-85.2% |
| Admin fee / account holder | $1,019 | $2,302-55.7% | $2,320-56.1% | $4,645-78.1% |