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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 | $60,606 | $36,140+67.7% | $73,658-17.7% | $64,340-5.8% |
| Participation rate | 12.8% | 31.0%-18.2pp | 57.0%-44.2pp | 55.2%-42.4pp |
| Annual return | 15.12% | 21.48%-6.4pp | 29.72%-14.6pp | 24.14%-9.0pp |
| Employer contribution / active EE | $365 | $443-17.7% | $1,032-64.7% | $1,862-80.4% |
| Participant deferral / active EE | $988 | $1,023-3.4% | $2,062-52.1% | $2,980-66.8% |
| Admin fee / account holder | $3,629 | $2,513+44.4% | $3,357+8.1% | $3,703-2.0% |