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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 | $24,714 | $36,948-33.1% | $73,658-66.4% | $87,485-71.8% |
| Participation rate | 33.3% | 46.8%-13.5pp | 57.0%-23.7pp | 68.9%-35.6pp |
| Annual return | 20.60% | 28.64%-8.0pp | 29.72%-9.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,191 | $670+77.7% | $1,032+15.4% | $2,596-54.1% |
| Participant deferral / active EE | $2,732 | $1,379+98.1% | $2,062+32.5% | $4,274-36.1% |
| Admin fee / account holder | $625 | $2,531-75.3% | $3,357-81.4% | $7,775-92.0% |