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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 | $11,601 | $36,948-68.6% | $73,658-84.3% | $87,485-86.7% |
| Participation rate | 22.5% | 46.8%-24.3pp | 57.0%-34.6pp | 68.9%-46.5pp |
| Annual return | 18.17% | 28.64%-10.5pp | 29.72%-11.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $136 | $670-79.7% | $1,032-86.8% | $2,596-94.8% |
| Participant deferral / active EE | $899 | $1,379-34.8% | $2,062-56.4% | $4,274-79.0% |
| Admin fee / account holder | $2,069 | $2,531-18.2% | $3,357-38.4% | $7,775-73.4% |