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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 | $19,193 | $36,140-46.9% | $73,658-73.9% | $64,340-70.2% |
| Participation rate | 12.2% | 31.0%-18.8pp | 57.0%-44.8pp | 55.2%-43.1pp |
| Annual return | 20.87% | 21.48%-0.6pp | 29.72%-8.9pp | 24.14%-3.3pp |
| Employer contribution / active EE | $207 | $443-53.4% | $1,032-80.0% | $1,862-88.9% |
| Participant deferral / active EE | $529 | $1,023-48.3% | $2,062-74.3% | $2,980-82.3% |
| Admin fee / account holder | $3,925 | $2,513+56.2% | $3,357+16.9% | $3,703+6.0% |