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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 | $11,163 | $37,156-70.0% | $83,854-86.7% | $86,983-87.2% |
| Participation rate | 24.1% | 49.1%-24.9pp | 59.1%-35.0pp | 69.5%-45.4pp |
| Annual return | 16.12% | 29.88%-13.8pp | 31.39%-15.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $151 | $661-77.2% | $1,017-85.2% | $2,584-94.2% |
| Participant deferral / active EE | $329 | $1,418-76.8% | $2,035-83.8% | $4,194-92.2% |
| Admin fee / account holder | $2,827 | $2,510+12.6% | $3,197-11.6% | $7,856-64.0% |