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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 | $13,541 | $36,140-62.5% | $73,658-81.6% | $64,340-79.0% |
| Participation rate | 19.2% | 31.0%-11.8pp | 57.0%-37.8pp | 55.2%-36.0pp |
| Annual return | 18.31% | 21.48%-3.2pp | 29.72%-11.4pp | 24.14%-5.8pp |
| Employer contribution / active EE | $433 | $443-2.3% | $1,032-58.1% | $1,862-76.7% |
| Participant deferral / active EE | $678 | $1,023-33.7% | $2,062-67.1% | $2,980-77.2% |
| Admin fee / account holder | $1,767 | $2,513-29.7% | $3,357-47.4% | $3,703-52.3% |