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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 | $27,442 | $36,948-25.7% | $73,658-62.7% | $87,485-68.6% |
| Participation rate | 21.1% | 46.8%-25.8pp | 57.0%-36.0pp | 68.9%-47.9pp |
| Annual return | 17.87% | 28.64%-10.8pp | 29.72%-11.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $693 | $670+3.4% | $1,032-32.9% | $2,596-73.3% |
| Participant deferral / active EE | $1,069 | $1,379-22.5% | $2,062-48.2% | $4,274-75.0% |
| Admin fee / account holder | $3,947 | $2,531+56.0% | $3,357+17.6% | $7,775-49.2% |