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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 | $20,092 | $36,140-44.4% | $73,658-72.7% | $64,340-68.8% |
| Participation rate | 7.2% | 31.0%-23.8pp | 57.0%-49.8pp | 55.2%-48.0pp |
| Annual return | 20.50% | 21.48%-1.0pp | 29.72%-9.2pp | 24.14%-3.6pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $362 | $1,023-64.6% | $2,062-82.5% | $2,980-87.9% |
| Admin fee / account holder | $3,034 | $2,513+20.8% | $3,357-9.6% | $3,703-18.0% |