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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 | $26,628 | $36,948-27.9% | $73,658-63.8% | $87,485-69.6% |
| Participation rate | 36.4% | 46.8%-10.5pp | 57.0%-20.7pp | 68.9%-32.6pp |
| Annual return | 18.18% | 28.64%-10.5pp | 29.72%-11.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $907 | $670+35.3% | $1,032-12.2% | $2,596-65.1% |
| Participant deferral / active EE | $1,596 | $1,379+15.7% | $2,062-22.6% | $4,274-62.7% |
| Admin fee / account holder | $1,379 | $2,531-45.5% | $3,357-58.9% | $7,775-82.3% |