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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 | $60,324 | $37,436+61.1% | $77,513-22.2% | $79,858-24.5% |
| Participation rate | 67.7% | 41.5%+26.2pp | 54.2%+13.6pp | 69.6%-1.9pp |
| Annual return | 22.61% | 39.75%-17.1pp | 54.81%-32.2pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,209 | $637+89.8% | $987+22.6% | $2,471-51.1% |
| Participant deferral / active EE | $2,262 | $1,261+79.4% | $1,861+21.5% | $3,740-39.5% |
| Admin fee / account holder | $802 | $2,505-68.0% | $2,859-71.9% | $5,306-84.9% |