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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 | $11,746 | $36,948-68.2% | $73,658-84.1% | $87,485-86.6% |
| Participation rate | 8.7% | 46.8%-38.1pp | 57.0%-48.3pp | 68.9%-60.2pp |
| Annual return | 16.43% | 28.64%-12.2pp | 29.72%-13.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $177 | $670-73.5% | $1,032-82.8% | $2,596-93.2% |
| Participant deferral / active EE | $311 | $1,379-77.5% | $2,062-84.9% | $4,274-92.7% |
| Admin fee / account holder | $1,894 | $2,531-25.2% | $3,357-43.6% | $7,775-75.6% |