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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 | $26,320 | $36,948-28.8% | $73,658-64.3% | $87,485-69.9% |
| Participation rate | 36.1% | 46.8%-10.7pp | 57.0%-20.9pp | 68.9%-32.8pp |
| Annual return | 17.45% | 28.64%-11.2pp | 29.72%-12.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $623 | $670-7.1% | $1,032-39.7% | $2,596-76.0% |
| Participant deferral / active EE | $1,488 | $1,379+7.9% | $2,062-27.8% | $4,274-65.2% |
| Admin fee / account holder | $2,013 | $2,531-20.4% | $3,357-40.0% | $7,775-74.1% |