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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 | $36,844-2.9% | $83,854-57.3% | $65,306-45.2% |
| Participation rate | 26.5% | 29.2%-2.7pp | 59.1%-32.6pp | 57.7%-31.1pp |
| Annual return | 17.76% | 22.28%-4.5pp | 31.39%-13.6pp | 21.94%-4.2pp |
| Employer contribution / active EE | $131 | $415-68.5% | $1,017-87.2% | $1,967-93.4% |
| Participant deferral / active EE | $1,640 | $1,040+57.8% | $2,035-19.4% | $2,959-44.6% |
| Admin fee / account holder | $1,314 | $2,546-48.4% | $3,197-58.9% | $3,480-62.2% |