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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 | $24,432 | $36,948-33.9% | $73,658-66.8% | $87,485-72.1% |
| Participation rate | 34.8% | 46.8%-12.0pp | 57.0%-22.2pp | 68.9%-34.1pp |
| Annual return | 15.63% | 28.64%-13.0pp | 29.72%-14.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $761 | $670+13.6% | $1,032-26.3% | $2,596-70.7% |
| Participant deferral / active EE | $1,528 | $1,379+10.8% | $2,062-25.9% | $4,274-64.2% |
| Admin fee / account holder | $720 | $2,531-71.6% | $3,357-78.6% | $7,775-90.7% |