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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 | $18,363 | $37,156-50.6% | $83,854-78.1% | $86,983-78.9% |
| Participation rate | 22.2% | 49.1%-26.8pp | 59.1%-36.9pp | 69.5%-47.3pp |
| Annual return | 19.93% | 29.88%-9.9pp | 31.39%-11.5pp | 25.83%-5.9pp |
| Employer contribution / active EE | $329 | $661-50.1% | $1,017-67.6% | $2,584-87.3% |
| Participant deferral / active EE | $865 | $1,418-39.0% | $2,035-57.5% | $4,194-79.4% |
| Admin fee / account holder | $2,908 | $2,510+15.9% | $3,197-9.0% | $7,856-63.0% |