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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 | $26,952 | $36,948-27.1% | $73,658-63.4% | $87,485-69.2% |
| Participation rate | 24.4% | 46.8%-22.5pp | 57.0%-32.7pp | 68.9%-44.6pp |
| Annual return | 19.95% | 28.64%-8.7pp | 29.72%-9.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $379 | $670-43.4% | $1,032-63.3% | $2,596-85.4% |
| Participant deferral / active EE | $776 | $1,379-43.7% | $2,062-62.4% | $4,274-81.8% |
| Admin fee / account holder | $948 | $2,531-62.5% | $3,357-71.8% | $7,775-87.8% |