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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 | $28,231 | $28,167+0.2% | $73,658-61.7% | $64,728-56.4% |
| Participation rate | 21.8% | 21.1%+0.8pp | 57.0%-35.2pp | 57.9%-36.1pp |
| Annual return | 14.23% | 139.75%-125.5pp | 29.72%-15.5pp | 49.38%-35.2pp |
| Employer contribution / active EE | $271 | $373-27.4% | $1,032-73.8% | $2,243-87.9% |
| Participant deferral / active EE | $677 | $597+13.4% | $2,062-67.2% | $2,729-75.2% |
| Admin fee / account holder | $1,775 | $1,791-0.9% | $3,357-47.1% | $1,145+55.0% |