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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 | $19,531 | $36,948-47.1% | $73,658-73.5% | $87,485-77.7% |
| Participation rate | 25.7% | 46.8%-21.1pp | 57.0%-31.3pp | 68.9%-43.2pp |
| Annual return | 33.93% | 28.64%+5.3pp | 29.72%+4.2pp | 26.06%+7.9pp |
| Employer contribution / active EE | $401 | $670-40.2% | $1,032-61.2% | $2,596-84.6% |
| Participant deferral / active EE | $1,423 | $1,379+3.2% | $2,062-31.0% | $4,274-66.7% |
| Admin fee / account holder | $998 | $2,531-60.6% | $3,357-70.3% | $7,775-87.2% |