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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 | $30,925 | $37,446-17.4% | $77,513-60.1% | $79,852-61.3% |
| Participation rate | 22.6% | 41.5%-18.9pp | 54.2%-31.6pp | 69.6%-47.0pp |
| Annual return | 18.42% | 39.76%-21.3pp | 54.81%-36.4pp | 31.72%-13.3pp |
| Employer contribution / active EE | $189 | $637-70.4% | $987-80.9% | $2,471-92.4% |
| Participant deferral / active EE | $473 | $1,261-62.5% | $1,861-74.6% | $3,740-87.4% |
| Admin fee / account holder | $957 | $2,506-61.8% | $2,859-66.5% | $5,306-82.0% |