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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 | $35,768 | $36,140-1.0% | $73,658-51.4% | $64,340-44.4% |
| Participation rate | 26.5% | 31.0%-4.5pp | 57.0%-30.5pp | 55.2%-28.7pp |
| Annual return | 17.76% | 21.48%-3.7pp | 29.72%-12.0pp | 24.14%-6.4pp |
| Employer contribution / active EE | $131 | $443-70.5% | $1,032-87.3% | $1,862-93.0% |
| Participant deferral / active EE | $1,640 | $1,023+60.4% | $2,062-20.4% | $2,980-45.0% |
| Admin fee / account holder | $1,314 | $2,513-47.7% | $3,357-60.9% | $3,703-64.5% |