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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 | $54,046 | $37,436+44.4% | $77,513-30.3% | $79,858-32.3% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 10.56% | 39.75%-29.2pp | 54.81%-44.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,291 | $637+102.7% | $987+30.9% | $2,471-47.7% |
| Participant deferral / active EE | $2,188 | $1,261+73.6% | $1,861+17.6% | $3,740-41.5% |
| Admin fee / account holder | $3,824 | $2,505+52.6% | $2,859+33.8% | $5,306-27.9% |