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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 | $17,856 | $38,967-54.2% | $86,233-79.3% | $79,634-77.6% |
| Participation rate | 17.3% | 34.1%-16.7pp | 69.0%-51.7pp | 62.5%-45.2pp |
| Annual return | 16.06% | 49.90%-33.8pp | 61.39%-45.3pp | 36.46%-20.4pp |
| Employer contribution / active EE | $303 | $868-65.2% | $2,504-87.9% | $2,529-88.0% |
| Participant deferral / active EE | $460 | $1,663-72.3% | $4,559-89.9% | $3,835-88.0% |
| Admin fee / account holder | $1,398 | $2,660-47.5% | $8,342-83.2% | $1,002+39.5% |