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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 | $16,021 | $36,948-56.6% | $73,658-78.2% | $87,485-81.7% |
| Participation rate | 33.3% | 46.8%-13.5pp | 57.0%-23.7pp | 68.9%-35.6pp |
| Annual return | 17.74% | 28.64%-10.9pp | 29.72%-12.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $400 | $670-40.3% | $1,032-61.2% | $2,596-84.6% |
| Participant deferral / active EE | $1,377 | $1,379-0.2% | $2,062-33.2% | $4,274-67.8% |
| Admin fee / account holder | $2,977 | $2,531+17.6% | $3,357-11.3% | $7,775-61.7% |