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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 | $27,510 | $36,948-25.5% | $73,658-62.7% | $87,485-68.6% |
| Participation rate | 26.8% | 46.8%-20.0pp | 57.0%-30.3pp | 68.9%-42.1pp |
| Annual return | 19.42% | 28.64%-9.2pp | 29.72%-10.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $555 | $670-17.2% | $1,032-46.2% | $2,596-78.6% |
| Participant deferral / active EE | $1,465 | $1,379+6.3% | $2,062-28.9% | $4,274-65.7% |
| Admin fee / account holder | $789 | $2,531-68.8% | $3,357-76.5% | $7,775-89.9% |