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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 | $77,181 | $37,446+106.1% | $77,552-0.5% | $79,856-3.3% |
| Participation rate | 65.5% | 41.5%+24.0pp | 54.2%+11.3pp | 69.6%-4.1pp |
| Annual return | 12.96% | 39.76%-26.8pp | 54.82%-41.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $322 | $637-49.4% | $987-67.4% | $2,471-87.0% |
| Participant deferral / active EE | $2,589 | $1,261+105.3% | $1,861+39.1% | $3,741-30.8% |
| Admin fee / account holder | $3,943 | $2,506+57.3% | $2,859+37.9% | $5,306-25.7% |