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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 | $30,916 | $35,183-12.1% | $73,545-58.0% | $70,124-55.9% |
| Participation rate | 37.5% | 42.9%-5.4pp | 54.9%-17.4pp | 69.5%-32.0pp |
| Annual return | 17.11% | 26.90%-9.8pp | -15.16%+32.3pp | 73.14%-56.0pp |
| Employer contribution / active EE | $586 | $709-17.3% | $1,219-51.9% | $2,342-75.0% |
| Participant deferral / active EE | $1,353 | $1,220+10.9% | $1,806-25.1% | $3,332-59.4% |
| Admin fee / account holder | $585 | $2,302-74.6% | $2,320-74.8% | $4,645-87.4% |