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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 | $24,165 | $35,183-31.3% | $73,550-67.1% | $70,126-65.5% |
| Participation rate | 37.9% | 42.9%-5.0pp | 54.9%-17.0pp | 69.5%-31.6pp |
| Annual return | 23.61% | 26.90%-3.3pp | -15.16%+38.8pp | 73.15%-49.5pp |
| Employer contribution / active EE | $485 | $709-31.6% | $1,219-60.2% | $2,343-79.3% |
| Participant deferral / active EE | $1,147 | $1,220-6.0% | $1,804-36.4% | $3,332-65.6% |
| Admin fee / account holder | $911 | $2,302-60.4% | $2,320-60.7% | $4,645-80.4% |