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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 | $7,512 | $36,948-79.7% | $73,658-89.8% | $87,485-91.4% |
| Participation rate | 27.6% | 46.8%-19.2pp | 57.0%-29.5pp | 68.9%-41.3pp |
| Annual return | 20.65% | 28.64%-8.0pp | 29.72%-9.1pp | 26.06%-5.4pp |
| Employer contribution / active EE | $358 | $670-46.6% | $1,032-65.3% | $2,596-86.2% |
| Participant deferral / active EE | $470 | $1,379-65.9% | $2,062-77.2% | $4,274-89.0% |
| Admin fee / account holder | $1,383 | $2,531-45.4% | $3,357-58.8% | $7,775-82.2% |