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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 | $27,705 | $37,446-26.0% | $77,513-64.3% | $79,852-65.3% |
| Participation rate | 65.7% | 41.5%+24.2pp | 54.2%+11.5pp | 69.6%-3.9pp |
| Annual return | 27.21% | 39.76%-12.5pp | 54.81%-27.6pp | 31.72%-4.5pp |
| Employer contribution / active EE | $250 | $637-60.7% | $987-74.6% | $2,471-89.9% |
| Participant deferral / active EE | $1,529 | $1,261+21.2% | $1,861-17.9% | $3,740-59.1% |
| Admin fee / account holder | $2,549 | $2,506+1.7% | $2,859-10.8% | $5,306-52.0% |