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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 | $31,625 | $36,140-12.5% | $73,658-57.1% | $64,340-50.8% |
| Participation rate | 14.4% | 31.0%-16.6pp | 57.0%-42.6pp | 55.2%-40.8pp |
| Annual return | 18.79% | 21.48%-2.7pp | 29.72%-10.9pp | 24.14%-5.4pp |
| Employer contribution / active EE | $283 | $443-36.2% | $1,032-72.6% | $1,862-84.8% |
| Participant deferral / active EE | $674 | $1,023-34.1% | $2,062-67.3% | $2,980-77.4% |
| Admin fee / account holder | $3,164 | $2,513+25.9% | $3,357-5.7% | $3,703-14.5% |