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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 | $20,340 | $31,105-34.6% | $53,647-62.1% | $64,097-68.3% |
| Participation rate | 30.2% | 30.7%-0.5pp | 56.3%-26.1pp | 55.2%-25.0pp |
| Annual return | 17.91% | 22.54%-4.6pp | 358.33%-340.4pp | 34.64%-16.7pp |
| Employer contribution / active EE | $334 | $441-24.3% | $962-65.3% | $1,891-82.4% |
| Participant deferral / active EE | $1,083 | $896+20.9% | $1,813-40.3% | $3,080-64.8% |
| Admin fee / account holder | $2,489 | $2,195+13.4% | $2,460+1.2% | $3,454-27.9% |