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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 | $60,566 | $37,436+61.8% | $77,513-21.9% | $79,858-24.2% |
| Participation rate | 61.5% | 41.5%+20.0pp | 54.2%+7.4pp | 69.6%-8.1pp |
| Annual return | 14.83% | 39.75%-24.9pp | 54.81%-40.0pp | 31.72%-16.9pp |
| Employer contribution / active EE | $746 | $637+17.1% | $987-24.4% | $2,471-69.8% |
| Participant deferral / active EE | $2,238 | $1,261+77.5% | $1,861+20.2% | $3,740-40.2% |
| Admin fee / account holder | $4,266 | $2,505+70.3% | $2,859+49.2% | $5,306-19.6% |