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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 | $17,473 | $37,436-53.3% | $77,513-77.5% | $79,858-78.1% |
| Participation rate | 57.1% | 41.5%+15.6pp | 54.2%+3.0pp | 69.6%-12.5pp |
| Annual return | 22.04% | 39.75%-17.7pp | 54.81%-32.8pp | 31.72%-9.7pp |
| Employer contribution / active EE | $886 | $637+39.1% | $987-10.2% | $2,471-64.1% |
| Participant deferral / active EE | $1,893 | $1,261+50.2% | $1,861+1.7% | $3,740-49.4% |
| Admin fee / account holder | $336 | $2,505-86.6% | $2,859-88.2% | $5,306-93.7% |