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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 | $21,223 | $36,140-41.3% | $73,658-71.2% | $64,340-67.0% |
| Participation rate | 41.5% | 31.0%+10.5pp | 57.0%-15.5pp | 55.2%-13.7pp |
| Annual return | 18.80% | 21.48%-2.7pp | 29.72%-10.9pp | 24.14%-5.3pp |
| Employer contribution / active EE | $518 | $443+16.8% | $1,032-49.9% | $1,862-72.2% |
| Participant deferral / active EE | $2,631 | $1,023+157.2% | $2,062+27.6% | $2,980-11.7% |
| Admin fee / account holder | $2,261 | $2,513-10.0% | $3,357-32.6% | $3,703-38.9% |