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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 | $28,025 | $36,948-24.2% | $73,658-62.0% | $87,485-68.0% |
| Participation rate | 25.9% | 46.8%-20.9pp | 57.0%-31.1pp | 68.9%-43.0pp |
| Annual return | 18.84% | 28.64%-9.8pp | 29.72%-10.9pp | 26.06%-7.2pp |
| Employer contribution / active EE | $830 | $670+23.8% | $1,032-19.6% | $2,596-68.0% |
| Participant deferral / active EE | $1,502 | $1,379+8.9% | $2,062-27.2% | $4,274-64.9% |
| Admin fee / account holder | $350 | $2,531-86.2% | $3,357-89.6% | $7,775-95.5% |