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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 | $16,289 | $36,140-54.9% | $73,658-77.9% | $64,340-74.7% |
| Participation rate | 18.1% | 31.0%-12.9pp | 57.0%-38.9pp | 55.2%-37.1pp |
| Annual return | 20.49% | 21.48%-1.0pp | 29.72%-9.2pp | 24.14%-3.7pp |
| Employer contribution / active EE | $362 | $443-18.3% | $1,032-64.9% | $1,862-80.5% |
| Participant deferral / active EE | $726 | $1,023-29.0% | $2,062-64.8% | $2,980-75.6% |
| Admin fee / account holder | $756 | $2,513-69.9% | $3,357-77.5% | $3,703-79.6% |