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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 | $28,035 | $37,446-25.1% | $77,552-63.9% | $79,856-64.9% |
| Participation rate | 38.2% | 41.5%-3.3pp | 54.2%-16.0pp | 69.6%-31.4pp |
| Annual return | 16.94% | 39.76%-22.8pp | 54.82%-37.9pp | 31.71%-14.8pp |
| Employer contribution / active EE | $540 | $637-15.2% | $987-45.3% | $2,471-78.1% |
| Participant deferral / active EE | $659 | $1,261-47.8% | $1,861-64.6% | $3,741-82.4% |
| Admin fee / account holder | $3,570 | $2,506+42.4% | $2,859+24.9% | $5,306-32.7% |