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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 | $16,276 | $36,140-55.0% | $73,658-77.9% | $64,340-74.7% |
| Participation rate | 21.2% | 31.0%-9.9pp | 57.0%-35.9pp | 55.2%-34.1pp |
| Annual return | 21.85% | 21.48%+0.4pp | 29.72%-7.9pp | 24.14%-2.3pp |
| Employer contribution / active EE | $340 | $443-23.3% | $1,032-67.1% | $1,862-81.7% |
| Participant deferral / active EE | $1,013 | $1,023-0.9% | $2,062-50.9% | $2,980-66.0% |
| Admin fee / account holder | $1,452 | $2,513-42.2% | $3,357-56.7% | $3,703-60.8% |