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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 | $29,559 | $36,948-20.0% | $73,658-59.9% | $87,485-66.2% |
| Participation rate | 36.8% | 46.8%-10.0pp | 57.0%-20.2pp | 68.9%-32.1pp |
| Annual return | 14.76% | 28.64%-13.9pp | 29.72%-15.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $743 | $670+10.9% | $1,032-28.0% | $2,596-71.4% |
| Participant deferral / active EE | $1,815 | $1,379+31.6% | $2,062-12.0% | $4,274-57.5% |
| Admin fee / account holder | $6,013 | $2,531+137.6% | $3,357+79.1% | $7,775-22.7% |