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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 | $22,228 | $37,156-40.2% | $83,854-73.5% | $86,983-74.4% |
| Participation rate | 35.7% | 49.1%-13.3pp | 59.1%-23.4pp | 69.5%-33.8pp |
| Annual return | 15.99% | 29.88%-13.9pp | 31.39%-15.4pp | 25.83%-9.8pp |
| Employer contribution / active EE | $246 | $661-62.8% | $1,017-75.9% | $2,584-90.5% |
| Participant deferral / active EE | $1,874 | $1,418+32.1% | $2,035-7.9% | $4,194-55.3% |
| Admin fee / account holder | $7,230 | $2,510+188.1% | $3,197+126.2% | $7,856-8.0% |