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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 | $59,657 | $35,183+69.6% | $73,550-18.9% | $70,126-14.9% |
| Participation rate | 29.3% | 42.9%-13.7pp | 54.9%-25.7pp | 69.5%-40.3pp |
| Annual return | 14.42% | 26.90%-12.5pp | -15.16%+29.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $545 | $1,220-55.3% | $1,804-69.8% | $3,332-83.6% |
| Admin fee / account holder | $709 | $2,302-69.2% | $2,320-69.4% | $4,645-84.7% |