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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 | $21,611 | $51,466-58.0% | $78,778-72.6% | $62,293-65.3% |
| Participation rate | 33.6% | 59.8%-26.2pp | 69.2%-35.6pp | 69.5%-35.9pp |
| Annual return | 13.59% | 19.96%-6.4pp | 35.62%-22.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $689 | $827-16.8% | $1,986-65.3% | $2,042-66.3% |
| Participant deferral / active EE | $1,156 | $2,147-46.2% | $2,958-60.9% | $3,169-63.5% |
| Admin fee / account holder | $1,985 | $489+305.7% | $5,134-61.3% | $479+314.2% |