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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 | $51,329 | $36,948+38.9% | $73,658-30.3% | $87,485-41.3% |
| Participation rate | 27.0% | 46.8%-19.8pp | 57.0%-30.0pp | 68.9%-41.9pp |
| Annual return | 14.62% | 28.64%-14.0pp | 29.72%-15.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $431 | $670-35.7% | $1,032-58.2% | $2,596-83.4% |
| Participant deferral / active EE | $1,559 | $1,379+13.1% | $2,062-24.4% | $4,274-63.5% |
| Admin fee / account holder | $4,066 | $2,531+60.7% | $3,357+21.1% | $7,775-47.7% |