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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 | $38,067 | $35,183+8.2% | $73,550-48.2% | $70,126-45.7% |
| Participation rate | 31.6% | 42.9%-11.4pp | 54.9%-23.3pp | 69.5%-38.0pp |
| Annual return | 17.74% | 26.90%-9.2pp | -15.16%+32.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,088 | $1,220-10.8% | $1,804-39.7% | $3,332-67.4% |
| Admin fee / account holder | $1,658 | $2,302-28.0% | $2,320-28.5% | $4,645-64.3% |