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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 | $12,329 | $36,948-66.6% | $73,658-83.3% | $87,485-85.9% |
| Participation rate | 34.6% | 46.8%-12.2pp | 57.0%-22.4pp | 68.9%-34.3pp |
| Annual return | 19.48% | 28.64%-9.2pp | 29.72%-10.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $365 | $670-45.5% | $1,032-64.6% | $2,596-85.9% |
| Participant deferral / active EE | $966 | $1,379-29.9% | $2,062-53.1% | $4,274-77.4% |
| Admin fee / account holder | $536 | $2,531-78.8% | $3,357-84.0% | $7,775-93.1% |