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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 | $7,068 | $25,014-71.7% | $69,632-89.9% | $80,959-91.3% |
| Participation rate | 25.9% | 64.2%-38.3pp | 66.4%-40.5pp | 67.7%-41.7pp |
| Annual return | 16.78% | 19.08%-2.3pp | 101.32%-84.5pp | 35.67%-18.9pp |
| Employer contribution / active EE | $768 | $991-22.5% | $1,708-55.1% | $2,757-72.2% |
| Participant deferral / active EE | $983 | $1,840-46.6% | $2,889-66.0% | $4,300-77.2% |
| Admin fee / account holder | $2,430 | $2,491-2.4% | $4,695-48.3% | $6,925-64.9% |