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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 | $59,082 | $32,037+84.4% | $69,182-14.6% | $62,881-6.0% |
| Participation rate | 18.2% | 43.4%-25.2pp | 55.1%-36.9pp | 69.3%-51.1pp |
| Annual return | 14.59% | 15.16%-0.6pp | -21.93%+36.5pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,857 | $679+173.4% | $1,206+53.9% | $2,281-18.6% |
| Participant deferral / active EE | $1,858 | $1,185+56.8% | $1,897-2.0% | $3,203-42.0% |
| Admin fee / account holder | $5,839 | $2,608+123.9% | $2,697+116.5% | $4,296+35.9% |