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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 | $24,781 | $37,446-33.8% | $77,513-68.0% | $79,852-69.0% |
| Participation rate | 53.8% | 41.5%+12.3pp | 54.2%-0.3pp | 69.6%-15.8pp |
| Annual return | 12.61% | 39.76%-27.2pp | 54.81%-42.2pp | 31.72%-19.1pp |
| Employer contribution / active EE | $569 | $637-10.7% | $987-42.3% | $2,471-77.0% |
| Participant deferral / active EE | $1,579 | $1,261+25.2% | $1,861-15.2% | $3,740-57.8% |
| Admin fee / account holder | $573 | $2,506-77.1% | $2,859-80.0% | $5,306-89.2% |