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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 | $26,120 | $37,446-30.2% | $77,513-66.3% | $79,852-67.3% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 13.91% | 39.76%-25.8pp | 54.81%-40.9pp | 31.72%-17.8pp |
| Employer contribution / active EE | $558 | $637-12.4% | $987-43.4% | $2,471-77.4% |
| Participant deferral / active EE | $2,991 | $1,261+137.3% | $1,861+60.7% | $3,740-20.0% |
| Admin fee / account holder | $1,923 | $2,506-23.2% | $2,859-32.7% | $5,306-63.8% |