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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 | $44,531 | $35,183+26.6% | $73,550-39.5% | $70,126-36.5% |
| Participation rate | 64.7% | 42.9%+21.8pp | 54.9%+9.8pp | 69.5%-4.8pp |
| Annual return | 19.43% | 26.90%-7.5pp | -15.16%+34.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $854 | $709+20.5% | $1,219-30.0% | $2,343-63.5% |
| Participant deferral / active EE | $1,731 | $1,220+41.9% | $1,804-4.0% | $3,332-48.0% |
| Admin fee / account holder | $785 | $2,302-65.9% | $2,320-66.1% | $4,645-83.1% |