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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 | $15,246 | $37,446-59.3% | $77,513-80.3% | $79,852-80.9% |
| Participation rate | 36.4% | 41.5%-5.2pp | 54.2%-17.8pp | 69.6%-33.3pp |
| Annual return | 15.31% | 39.76%-24.4pp | 54.81%-39.5pp | 31.72%-16.4pp |
| Employer contribution / active EE | $471 | $637-26.0% | $987-52.2% | $2,471-80.9% |
| Participant deferral / active EE | $959 | $1,261-24.0% | $1,861-48.5% | $3,740-74.4% |
| Admin fee / account holder | $1,281 | $2,506-48.9% | $2,859-55.2% | $5,306-75.9% |