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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 | $7,811 | $37,446-79.1% | $77,552-89.9% | $79,856-90.2% |
| Participation rate | 15.9% | 41.5%-25.6pp | 54.2%-38.3pp | 69.6%-53.7pp |
| Annual return | 19.85% | 39.76%-19.9pp | 54.82%-35.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $345 | $1,261-72.7% | $1,861-81.5% | $3,741-90.8% |
| Admin fee / account holder | $809 | $2,506-67.7% | $2,859-71.7% | $5,306-84.8% |