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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 | $71,963 | $36,948+94.8% | $73,658-2.3% | $87,485-17.7% |
| Participation rate | 32.7% | 46.8%-14.1pp | 57.0%-24.3pp | 68.9%-36.2pp |
| Annual return | 16.06% | 28.64%-12.6pp | 29.72%-13.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $807 | $670+20.5% | $1,032-21.8% | $2,596-68.9% |
| Participant deferral / active EE | $1,401 | $1,379+1.6% | $2,062-32.0% | $4,274-67.2% |
| Admin fee / account holder | $630 | $2,531-75.1% | $3,357-81.2% | $7,775-91.9% |