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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 | $25,152 | $36,948-31.9% | $73,658-65.9% | $87,485-71.2% |
| Participation rate | 23.3% | 46.8%-23.5pp | 57.0%-33.7pp | 68.9%-45.6pp |
| Annual return | 20.80% | 28.64%-7.8pp | 29.72%-8.9pp | 26.06%-5.3pp |
| Employer contribution / active EE | $187 | $670-72.0% | $1,032-81.9% | $2,596-92.8% |
| Participant deferral / active EE | $1,566 | $1,379+13.6% | $2,062-24.1% | $4,274-63.4% |
| Admin fee / account holder | $881 | $2,531-65.2% | $3,357-73.8% | $7,775-88.7% |