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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 | $37,458 | $36,948+1.4% | $73,658-49.1% | $87,485-57.2% |
| Participation rate | 26.7% | 46.8%-20.2pp | 57.0%-30.4pp | 68.9%-42.3pp |
| Annual return | 20.24% | 28.64%-8.4pp | 29.72%-9.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $613 | $670-8.5% | $1,032-40.6% | $2,596-76.4% |
| Participant deferral / active EE | $2,109 | $1,379+52.9% | $2,062+2.3% | $4,274-50.7% |
| Admin fee / account holder | $333 | $2,531-86.8% | $3,357-90.1% | $7,775-95.7% |