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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 | $15,537 | $36,948-57.9% | $73,658-78.9% | $87,485-82.2% |
| Participation rate | 33.3% | 46.8%-13.5pp | 57.0%-23.7pp | 68.9%-35.6pp |
| Annual return | 20.50% | 28.64%-8.1pp | 29.72%-9.2pp | 26.06%-5.6pp |
| Employer contribution / active EE | $398 | $670-40.7% | $1,032-61.5% | $2,596-84.7% |
| Participant deferral / active EE | $967 | $1,379-29.8% | $2,062-53.1% | $4,274-77.4% |
| Admin fee / account holder | $598 | $2,531-76.4% | $3,357-82.2% | $7,775-92.3% |