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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 | $13,053 | $35,986-63.7% | $77,513-83.2% | $73,493-82.2% |
| Participation rate | 33.3% | 40.8%-7.5pp | 54.2%-20.9pp | 70.7%-37.3pp |
| Annual return | 20.72% | 19.26%+1.5pp | 54.81%-34.1pp | 28.51%-7.8pp |
| Employer contribution / active EE | $493 | $557-11.6% | $987-50.1% | $2,270-78.3% |
| Participant deferral / active EE | $747 | $1,198-37.6% | $1,861-59.9% | $3,740-80.0% |
| Admin fee / account holder | $477 | $466+2.5% | $2,859-83.3% | $513-7.0% |