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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 | $14,284 | $37,446-61.9% | $77,513-81.6% | $79,852-82.1% |
| Participation rate | 21.2% | 41.5%-20.3pp | 54.2%-33.0pp | 69.6%-48.4pp |
| Annual return | 36.23% | 39.76%-3.5pp | 54.81%-18.6pp | 31.72%+4.5pp |
| Employer contribution / active EE | $385 | $637-39.6% | $987-61.0% | $2,471-84.4% |
| Participant deferral / active EE | $1,646 | $1,261+30.6% | $1,861-11.5% | $3,740-56.0% |
| Admin fee / account holder | $553 | $2,506-77.9% | $2,859-80.7% | $5,306-89.6% |