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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 | $36,948-36.6% | $73,658-68.2% | $87,485-73.2% |
| Participation rate | 19.1% | 46.8%-27.7pp | 57.0%-37.9pp | 68.9%-49.8pp |
| Annual return | 15.22% | 28.64%-13.4pp | 29.72%-14.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $305 | $670-54.5% | $1,032-70.5% | $2,596-88.3% |
| Participant deferral / active EE | $438 | $1,379-68.2% | $2,062-78.7% | $4,274-89.7% |
| Admin fee / account holder | $607 | $2,531-76.0% | $3,357-81.9% | $7,775-92.2% |