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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 | $22,228 | $36,948-39.8% | $73,658-69.8% | $87,485-74.6% |
| Participation rate | 35.7% | 46.8%-11.1pp | 57.0%-21.3pp | 68.9%-33.2pp |
| Annual return | 15.99% | 28.64%-12.7pp | 29.72%-13.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $246 | $670-63.3% | $1,032-76.2% | $2,596-90.5% |
| Participant deferral / active EE | $1,874 | $1,379+35.9% | $2,062-9.1% | $4,274-56.2% |
| Admin fee / account holder | $7,230 | $2,531+185.7% | $3,357+115.4% | $7,775-7.0% |