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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 | $37,156-66.8% | $83,854-85.3% | $86,983-85.8% |
| Participation rate | 34.6% | 49.1%-14.4pp | 59.1%-24.5pp | 69.5%-34.9pp |
| Annual return | 19.48% | 29.88%-10.4pp | 31.39%-11.9pp | 25.83%-6.4pp |
| Employer contribution / active EE | $365 | $661-44.7% | $1,017-64.1% | $2,584-85.9% |
| Participant deferral / active EE | $966 | $1,418-31.8% | $2,035-52.5% | $4,194-77.0% |
| Admin fee / account holder | $536 | $2,510-78.6% | $3,197-83.2% | $7,856-93.2% |