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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 | $48,051 | $37,446+28.3% | $77,552-38.0% | $79,856-39.8% |
| Participation rate | 51.0% | 41.5%+9.5pp | 54.2%-3.2pp | 69.6%-18.6pp |
| Annual return | 20.77% | 39.76%-19.0pp | 54.82%-34.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,176 | $637+84.6% | $987+19.2% | $2,471-52.4% |
| Participant deferral / active EE | $3,548 | $1,261+181.4% | $1,861+90.7% | $3,741-5.1% |
| Admin fee / account holder | $364 | $2,506-85.5% | $2,859-87.3% | $5,306-93.1% |