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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 | $20,837 | $36,948-43.6% | $73,658-71.7% | $87,485-76.2% |
| Participation rate | 30.9% | 46.8%-15.9pp | 57.0%-26.2pp | 68.9%-38.0pp |
| Annual return | 22.45% | 28.64%-6.2pp | 29.72%-7.3pp | 26.06%-3.6pp |
| Employer contribution / active EE | $571 | $670-14.8% | $1,032-44.7% | $2,596-78.0% |
| Participant deferral / active EE | $1,708 | $1,379+23.8% | $2,062-17.2% | $4,274-60.0% |
| Admin fee / account holder | $840 | $2,531-66.8% | $3,357-75.0% | $7,775-89.2% |