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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 | $20,989 | $37,156-43.5% | $83,854-75.0% | $86,983-75.9% |
| Participation rate | 40.9% | 49.1%-8.1pp | 59.1%-18.2pp | 69.5%-28.6pp |
| Annual return | 19.65% | 29.88%-10.2pp | 31.39%-11.7pp | 25.83%-6.2pp |
| Employer contribution / active EE | $809 | $661+22.4% | $1,017-20.5% | $2,584-68.7% |
| Participant deferral / active EE | $1,846 | $1,418+30.2% | $2,035-9.3% | $4,194-56.0% |
| Admin fee / account holder | $972 | $2,510-61.3% | $3,197-69.6% | $7,856-87.6% |