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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 | $33,540 | $36,948-9.2% | $73,658-54.5% | $87,485-61.7% |
| Participation rate | 20.0% | 46.8%-26.8pp | 57.0%-37.0pp | 68.9%-48.9pp |
| Annual return | 14.91% | 28.64%-13.7pp | 29.72%-14.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $441 | $670-34.2% | $1,032-57.3% | $2,596-83.0% |
| Participant deferral / active EE | $933 | $1,379-32.3% | $2,062-54.7% | $4,274-78.2% |
| Admin fee / account holder | $338 | $2,531-86.6% | $3,357-89.9% | $7,775-95.7% |