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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 | $33,540 | $37,156-9.7% | $83,854-60.0% | $86,983-61.4% |
| Participation rate | 20.0% | 49.1%-29.1pp | 59.1%-39.1pp | 69.5%-49.5pp |
| Annual return | 14.91% | 29.88%-15.0pp | 31.39%-16.5pp | 25.83%-10.9pp |
| Employer contribution / active EE | $441 | $661-33.3% | $1,017-56.7% | $2,584-82.9% |
| Participant deferral / active EE | $933 | $1,418-34.2% | $2,035-54.1% | $4,194-77.7% |
| Admin fee / account holder | $338 | $2,510-86.5% | $3,197-89.4% | $7,856-95.7% |