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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 | $21,345 | $37,436-43.0% | $77,513-72.5% | $79,858-73.3% |
| Participation rate | 49.2% | 41.5%+7.7pp | 54.2%-5.0pp | 69.6%-20.4pp |
| Annual return | 16.57% | 39.75%-23.2pp | 54.81%-38.2pp | 31.72%-15.2pp |
| Employer contribution / active EE | $315 | $637-50.6% | $987-68.1% | $2,471-87.3% |
| Participant deferral / active EE | $350 | $1,261-72.3% | $1,861-81.2% | $3,740-90.6% |
| Admin fee / account holder | $1,153 | $2,505-54.0% | $2,859-59.7% | $5,306-78.3% |