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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 | $28,444 | $58,627-51.5% | $76,735-62.9% | $82,448-65.5% |
| Participation rate | 43.2% | 63.2%-20.0pp | 69.5%-26.3pp | 68.1%-24.9pp |
| Annual return | 23.94% | 39.10%-15.2pp | 29.77%-5.8pp | 41.64%-17.7pp |
| Employer contribution / active EE | $1,011 | $1,729-41.5% | $2,454-58.8% | $2,551-60.4% |
| Participant deferral / active EE | $3,296 | $3,134+5.2% | $4,088-19.4% | $4,139-20.4% |
| Admin fee / account holder | $549 | $5,323-89.7% | $7,189-92.4% | $7,234-92.4% |