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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 | $19,459 | $35,986-45.9% | $77,513-74.9% | $73,493-73.5% |
| Participation rate | 32.0% | 40.8%-8.8pp | 54.2%-22.2pp | 70.7%-38.6pp |
| Annual return | 16.21% | 19.26%-3.0pp | 54.81%-38.6pp | 28.51%-12.3pp |
| Employer contribution / active EE | $382 | $557-31.4% | $987-61.3% | $2,270-83.2% |
| Participant deferral / active EE | $639 | $1,198-46.7% | $1,861-65.7% | $3,740-82.9% |
| Admin fee / account holder | $2,452 | $466+426.4% | $2,859-14.2% | $513+377.9% |