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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 | $16,668 | $37,446-55.5% | $77,552-78.5% | $79,856-79.1% |
| Participation rate | 28.6% | 41.5%-13.0pp | 54.2%-25.6pp | 69.6%-41.1pp |
| Annual return | 12.63% | 39.76%-27.1pp | 54.82%-42.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $503 | $637-21.0% | $987-49.0% | $2,471-79.6% |
| Participant deferral / active EE | $1,103 | $1,261-12.5% | $1,861-40.8% | $3,741-70.5% |
| Admin fee / account holder | $5,641 | $2,506+125.1% | $2,859+97.3% | $5,306+6.3% |