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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 | $28,810 | $94,439-69.5% | $73,658-60.9% | $154,746-81.4% |
| Participation rate | 34.8% | 64.7%-29.9pp | 57.0%-22.3pp | 80.7%-45.9pp |
| Annual return | 10.67% | 28.25%-17.6pp | 29.72%-19.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $994 | $1,257-21.0% | $1,032-3.7% | $4,379-77.3% |
| Participant deferral / active EE | $2,573 | $2,527+1.8% | $2,062+24.8% | $6,730-61.8% |
| Admin fee / account holder | $398 | $3,843-89.6% | $3,357-88.1% | $14,365-97.2% |