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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 | $25,357 | $36,948-31.4% | $73,658-65.6% | $87,485-71.0% |
| Participation rate | 29.6% | 46.8%-17.2pp | 57.0%-27.4pp | 68.9%-39.3pp |
| Annual return | 16.18% | 28.64%-12.5pp | 29.72%-13.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $722 | $670+7.7% | $1,032-30.1% | $2,596-72.2% |
| Participant deferral / active EE | $1,716 | $1,379+24.4% | $2,062-16.8% | $4,274-59.9% |
| Admin fee / account holder | $4,384 | $2,531+73.2% | $3,357+30.6% | $7,775-43.6% |