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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 | $19,356 | $25,014-22.6% | $69,632-72.2% | $80,959-76.1% |
| Participation rate | 23.5% | 64.2%-40.7pp | 66.4%-42.9pp | 67.7%-44.1pp |
| Annual return | 15.28% | 19.08%-3.8pp | 101.32%-86.0pp | 35.67%-20.4pp |
| Employer contribution / active EE | $319 | $991-67.8% | $1,708-81.3% | $2,757-88.4% |
| Participant deferral / active EE | $1,765 | $1,840-4.1% | $2,889-38.9% | $4,300-59.0% |
| Admin fee / account holder | $760 | $2,491-69.5% | $4,695-83.8% | $6,925-89.0% |