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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 | $11,911 | $37,446-68.2% | $77,552-84.6% | $79,856-85.1% |
| Participation rate | 16.1% | 41.5%-25.4pp | 54.2%-38.1pp | 69.6%-53.5pp |
| Annual return | 27.68% | 39.76%-12.1pp | 54.82%-27.1pp | 31.71%-4.0pp |
| Employer contribution / active EE | $667 | $637+4.6% | $987-32.4% | $2,471-73.0% |
| Participant deferral / active EE | $806 | $1,261-36.1% | $1,861-56.7% | $3,741-78.4% |
| Admin fee / account holder | $1,279 | $2,506-49.0% | $2,859-55.3% | $5,306-75.9% |