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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 | $24,446 | $37,436-34.7% | $77,513-68.5% | $79,858-69.4% |
| Participation rate | 58.6% | 41.5%+17.1pp | 54.2%+4.4pp | 69.6%-11.0pp |
| Annual return | 12.08% | 39.75%-27.7pp | 54.81%-42.7pp | 31.72%-19.6pp |
| Employer contribution / active EE | $339 | $637-46.9% | $987-65.7% | $2,471-86.3% |
| Participant deferral / active EE | $1,320 | $1,261+4.7% | $1,861-29.1% | $3,740-64.7% |
| Admin fee / account holder | $1,944 | $2,505-22.4% | $2,859-32.0% | $5,306-63.4% |