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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 | $11,105 | $37,446-70.3% | $77,552-85.7% | $79,856-86.1% |
| Participation rate | 20.6% | 41.5%-20.9pp | 54.2%-33.6pp | 69.6%-49.0pp |
| Annual return | 13.68% | 39.76%-26.1pp | 54.82%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $116 | $637-81.8% | $987-88.2% | $2,471-95.3% |
| Participant deferral / active EE | $449 | $1,261-64.4% | $1,861-75.8% | $3,741-88.0% |
| Admin fee / account holder | $2,144 | $2,506-14.4% | $2,859-25.0% | $5,306-59.6% |