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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 | $15,361 | $37,446-59.0% | $77,552-80.2% | $79,856-80.8% |
| Participation rate | 67.9% | 41.5%+26.3pp | 54.2%+13.7pp | 69.6%-1.8pp |
| Annual return | 13.58% | 39.76%-26.2pp | 54.82%-41.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $116 | $637-81.9% | $987-88.3% | $2,471-95.3% |
| Participant deferral / active EE | $584 | $1,261-53.7% | $1,861-68.6% | $3,741-84.4% |
| Admin fee / account holder | $1,178 | $2,506-53.0% | $2,859-58.8% | $5,306-77.8% |