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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 | $18,084 | $36,948-51.1% | $73,658-75.4% | $87,485-79.3% |
| Participation rate | 40.2% | 46.8%-6.6pp | 57.0%-16.8pp | 68.9%-28.7pp |
| Annual return | 21.16% | 28.64%-7.5pp | 29.72%-8.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $504 | $670-24.8% | $1,032-51.2% | $2,596-80.6% |
| Participant deferral / active EE | $670 | $1,379-51.4% | $2,062-67.5% | $4,274-84.3% |
| Admin fee / account holder | $598 | $2,531-76.4% | $3,357-82.2% | $7,775-92.3% |