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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 | $15,159 | $36,948-59.0% | $73,658-79.4% | $87,485-82.7% |
| Participation rate | 40.0% | 46.8%-6.8pp | 57.0%-17.0pp | 68.9%-28.9pp |
| Annual return | 20.67% | 28.64%-8.0pp | 29.72%-9.1pp | 26.06%-5.4pp |
| Employer contribution / active EE | $556 | $670-17.1% | $1,032-46.2% | $2,596-78.6% |
| Participant deferral / active EE | $1,298 | $1,379-5.9% | $2,062-37.0% | $4,274-69.6% |
| Admin fee / account holder | $584 | $2,531-76.9% | $3,357-82.6% | $7,775-92.5% |