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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 | $36,948-37.6% | $73,658-68.7% | $87,485-73.6% |
| Participation rate | 28.3% | 46.8%-18.6pp | 57.0%-28.8pp | 68.9%-40.7pp |
| Annual return | 16.54% | 28.64%-12.1pp | 29.72%-13.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $313 | $670-53.3% | $1,032-69.7% | $2,596-87.9% |
| Participant deferral / active EE | $494 | $1,379-64.2% | $2,062-76.0% | $4,274-88.4% |
| Admin fee / account holder | $575 | $2,531-77.3% | $3,357-82.9% | $7,775-92.6% |