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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 | $23,409 | $37,156-37.0% | $83,854-72.1% | $86,983-73.1% |
| Participation rate | 19.1% | 49.1%-29.9pp | 59.1%-40.0pp | 69.5%-50.4pp |
| Annual return | 15.22% | 29.88%-14.7pp | 31.39%-16.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $305 | $661-53.9% | $1,017-70.0% | $2,584-88.2% |
| Participant deferral / active EE | $438 | $1,418-69.1% | $2,035-78.5% | $4,194-89.5% |
| Admin fee / account holder | $607 | $2,510-75.8% | $3,197-81.0% | $7,856-92.3% |