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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 | $25,508 | $37,446-31.9% | $77,513-67.1% | $79,852-68.1% |
| Participation rate | 44.6% | 41.5%+3.1pp | 54.2%-9.6pp | 69.6%-25.0pp |
| Annual return | 19.48% | 39.76%-20.3pp | 54.81%-35.3pp | 31.72%-12.2pp |
| Employer contribution / active EE | $808 | $637+26.8% | $987-18.1% | $2,471-67.3% |
| Participant deferral / active EE | $1,629 | $1,261+29.2% | $1,861-12.5% | $3,740-56.4% |
| Admin fee / account holder | $1,020 | $2,506-59.3% | $2,859-64.3% | $5,306-80.8% |