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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 | $15,689 | $36,140-56.6% | $73,658-78.7% | $64,340-75.6% |
| Participation rate | 17.5% | 31.0%-13.6pp | 57.0%-39.6pp | 55.2%-37.8pp |
| Annual return | 24.73% | 21.48%+3.2pp | 29.72%-5.0pp | 24.14%+0.6pp |
| Employer contribution / active EE | $400 | $443-9.8% | $1,032-61.3% | $1,862-78.5% |
| Participant deferral / active EE | $588 | $1,023-42.5% | $2,062-71.5% | $2,980-80.3% |
| Admin fee / account holder | $726 | $2,513-71.1% | $3,357-78.4% | $3,703-80.4% |