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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 | $36,948-43.2% | $73,658-71.5% | $87,485-76.0% |
| Participation rate | 40.9% | 46.8%-5.9pp | 57.0%-16.1pp | 68.9%-28.0pp |
| Annual return | 19.65% | 28.64%-9.0pp | 29.72%-10.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $809 | $670+20.7% | $1,032-21.6% | $2,596-68.8% |
| Participant deferral / active EE | $1,846 | $1,379+33.9% | $2,062-10.5% | $4,274-56.8% |
| Admin fee / account holder | $972 | $2,531-61.6% | $3,357-71.0% | $7,775-87.5% |