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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 | $23,055 | $48,118-52.1% | $136,833-83.2% | $94,015-75.5% |
| Participation rate | 28.3% | 47.4%-19.1pp | 59.0%-30.8pp | 70.8%-42.6pp |
| Annual return | 16.54% | 14.65%+1.9pp | 35.32%-18.8pp | 17.84%-1.3pp |
| Employer contribution / active EE | $313 | $821-61.9% | $1,319-76.3% | $2,790-88.8% |
| Participant deferral / active EE | $494 | $1,651-70.1% | $2,441-79.7% | $4,249-88.4% |
| Admin fee / account holder | $575 | $3,059-81.2% | $4,706-87.8% | $8,951-93.6% |