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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 | $37,089 | $35,183+5.4% | $73,550-49.6% | $70,126-47.1% |
| Participation rate | 28.2% | 42.9%-14.7pp | 54.9%-26.7pp | 69.5%-41.3pp |
| Annual return | 15.83% | 26.90%-11.1pp | -15.16%+31.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $458 | $709-35.3% | $1,219-62.4% | $2,343-80.4% |
| Participant deferral / active EE | $1,151 | $1,220-5.6% | $1,804-36.2% | $3,332-65.5% |
| Admin fee / account holder | $1,699 | $2,302-26.2% | $2,320-26.8% | $4,645-63.4% |