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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 | $31,500 | $37,446-15.9% | $77,552-59.4% | $79,856-60.6% |
| Participation rate | 32.4% | 41.5%-9.2pp | 54.2%-21.8pp | 69.6%-37.3pp |
| Annual return | 24.42% | 39.76%-15.3pp | 54.82%-30.4pp | 31.71%-7.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $747 | $1,261-40.8% | $1,861-59.9% | $3,741-80.0% |
| Admin fee / account holder | $1,364 | $2,506-45.6% | $2,859-52.3% | $5,306-74.3% |