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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 | $16,378 | $37,428-56.2% | $77,498-78.9% | $79,860-79.5% |
| Participation rate | 53.6% | 41.5%+12.1pp | 54.2%-0.6pp | 69.6%-16.1pp |
| Annual return | 18.95% | 39.71%-20.8pp | 54.79%-35.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $140 | $637-78.0% | $987-85.8% | $2,471-94.3% |
| Participant deferral / active EE | $1,081 | $1,260-14.3% | $1,861-42.0% | $3,740-71.1% |
| Admin fee / account holder | $702 | $2,505-72.0% | $2,858-75.4% | $5,306-86.8% |