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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 | $34,319 | $37,446-8.4% | $77,552-55.7% | $79,856-57.0% |
| Participation rate | 34.0% | 41.5%-7.6pp | 54.2%-20.2pp | 69.6%-35.7pp |
| Annual return | 10.29% | 39.76%-29.5pp | 54.82%-44.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $255 | $637-59.9% | $987-74.1% | $2,471-89.7% |
| Participant deferral / active EE | $523 | $1,261-58.5% | $1,861-71.9% | $3,741-86.0% |
| Admin fee / account holder | $727 | $2,506-71.0% | $2,859-74.6% | $5,306-86.3% |