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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 | $33,592 | $37,156-9.6% | $83,854-59.9% | $86,983-61.4% |
| Participation rate | 42.9% | 49.1%-6.2pp | 59.1%-16.3pp | 69.5%-26.7pp |
| Annual return | 17.16% | 29.88%-12.7pp | 31.39%-14.2pp | 25.83%-8.7pp |
| Employer contribution / active EE | $179 | $661-72.8% | $1,017-82.4% | $2,584-93.1% |
| Participant deferral / active EE | $959 | $1,418-32.4% | $2,035-52.9% | $4,194-77.1% |
| Admin fee / account holder | $315 | $2,510-87.5% | $3,197-90.2% | $7,856-96.0% |