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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 | $21,537 | $37,436-42.5% | $77,513-72.2% | $79,858-73.0% |
| Participation rate | 32.3% | 41.5%-9.3pp | 54.2%-21.9pp | 69.6%-37.4pp |
| Annual return | 17.79% | 39.75%-22.0pp | 54.81%-37.0pp | 31.72%-13.9pp |
| Employer contribution / active EE | $227 | $637-64.4% | $987-77.0% | $2,471-90.8% |
| Participant deferral / active EE | $919 | $1,261-27.1% | $1,861-50.6% | $3,740-75.4% |
| Admin fee / account holder | $336 | $2,505-86.6% | $2,859-88.2% | $5,306-93.7% |