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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 | $24,308 | $36,948-34.2% | $73,658-67.0% | $87,485-72.2% |
| Participation rate | 18.4% | 46.8%-28.4pp | 57.0%-38.6pp | 68.9%-50.5pp |
| Annual return | 18.85% | 28.64%-9.8pp | 29.72%-10.9pp | 26.06%-7.2pp |
| Employer contribution / active EE | $492 | $670-26.5% | $1,032-52.3% | $2,596-81.0% |
| Participant deferral / active EE | $1,045 | $1,379-24.2% | $2,062-49.3% | $4,274-75.6% |
| Admin fee / account holder | $422 | $2,531-83.3% | $3,357-87.4% | $7,775-94.6% |