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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 | $20,850 | $41,824-50.1% | $136,833-84.8% | $69,733-70.1% |
| Participation rate | 14.0% | 29.3%-15.3pp | 59.0%-45.0pp | 62.5%-48.4pp |
| Annual return | 18.87% | 13.53%+5.3pp | 35.32%-16.4pp | 15.22%+3.7pp |
| Employer contribution / active EE | $298 | $494-39.6% | $1,319-77.4% | $2,250-86.7% |
| Participant deferral / active EE | $547 | $1,105-50.5% | $2,441-77.6% | $3,054-82.1% |
| Admin fee / account holder | $355 | $2,895-87.7% | $4,706-92.5% | $3,102-88.5% |