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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 | $37,156-20.4% | $83,854-64.7% | $86,983-66.0% |
| Participation rate | 36.8% | 49.1%-12.2pp | 59.1%-22.3pp | 69.5%-32.7pp |
| Annual return | 14.76% | 29.88%-15.1pp | 31.39%-16.6pp | 25.83%-11.1pp |
| Employer contribution / active EE | $743 | $661+12.5% | $1,017-26.9% | $2,584-71.2% |
| Participant deferral / active EE | $1,815 | $1,418+28.0% | $2,035-10.8% | $4,194-56.7% |
| Admin fee / account holder | $6,013 | $2,510+139.6% | $3,197+88.1% | $7,856-23.5% |