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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 | $22,682 | $36,948-38.6% | $73,658-69.2% | $87,485-74.1% |
| Participation rate | 38.2% | 46.8%-8.6pp | 57.0%-18.8pp | 68.9%-30.7pp |
| Annual return | 20.28% | 28.64%-8.4pp | 29.72%-9.4pp | 26.06%-5.8pp |
| Employer contribution / active EE | $404 | $670-39.7% | $1,032-60.9% | $2,596-84.5% |
| Participant deferral / active EE | $1,358 | $1,379-1.6% | $2,062-34.2% | $4,274-68.2% |
| Admin fee / account holder | $1,271 | $2,531-49.8% | $3,357-62.1% | $7,775-83.7% |