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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 | $20,758 | $37,436-44.6% | $77,513-73.2% | $79,858-74.0% |
| Participation rate | 35.8% | 41.5%-5.7pp | 54.2%-18.4pp | 69.6%-33.8pp |
| Annual return | 15.82% | 39.75%-23.9pp | 54.81%-39.0pp | 31.72%-15.9pp |
| Employer contribution / active EE | $355 | $637-44.3% | $987-64.0% | $2,471-85.6% |
| Participant deferral / active EE | $906 | $1,261-28.2% | $1,861-51.3% | $3,740-75.8% |
| Admin fee / account holder | $1,090 | $2,505-56.5% | $2,859-61.9% | $5,306-79.5% |