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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 | $17,758 | $37,156-52.2% | $83,854-78.8% | $86,983-79.6% |
| Participation rate | 42.0% | 49.1%-7.1pp | 59.1%-17.1pp | 69.5%-27.5pp |
| Annual return | 15.71% | 29.88%-14.2pp | 31.39%-15.7pp | 25.83%-10.1pp |
| Employer contribution / active EE | $693 | $661+4.9% | $1,017-31.8% | $2,584-73.2% |
| Participant deferral / active EE | $2,194 | $1,418+54.8% | $2,035+7.8% | $4,194-47.7% |
| Admin fee / account holder | $4,727 | $2,510+88.4% | $3,197+47.9% | $7,856-39.8% |