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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 | $22,270 | $36,948-39.7% | $73,658-69.8% | $87,485-74.5% |
| Participation rate | 4.2% | 46.8%-42.7pp | 57.0%-52.9pp | 68.9%-64.8pp |
| Annual return | 17.73% | 28.64%-10.9pp | 29.72%-12.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $145 | $670-78.4% | $1,032-86.0% | $2,596-94.4% |
| Participant deferral / active EE | $366 | $1,379-73.5% | $2,062-82.3% | $4,274-91.4% |
| Admin fee / account holder | $11,363 | $2,531+349.0% | $3,357+238.5% | $7,775+46.1% |