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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 | $33,492 | $36,948-9.4% | $73,658-54.5% | $87,485-61.7% |
| Participation rate | 36.1% | 46.8%-10.7pp | 57.0%-20.9pp | 68.9%-32.8pp |
| Annual return | 19.61% | 28.64%-9.0pp | 29.72%-10.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $745 | $670+11.2% | $1,032-27.8% | $2,596-71.3% |
| Participant deferral / active EE | $2,498 | $1,379+81.1% | $2,062+21.1% | $4,274-41.6% |
| Admin fee / account holder | $5,813 | $2,531+129.7% | $3,357+73.2% | $7,775-25.2% |