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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 | $52,927 | $32,037+65.2% | $69,182-23.5% | $62,881-15.8% |
| Participation rate | 50.0% | 43.4%+6.6pp | 55.1%-5.1pp | 69.3%-19.3pp |
| Annual return | 10.20% | 15.16%-5.0pp | -21.93%+32.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,040 | $679+53.1% | $1,206-13.8% | $2,281-54.4% |
| Participant deferral / active EE | $1,990 | $1,185+67.9% | $1,897+4.9% | $3,203-37.9% |
| Admin fee / account holder | $3,714 | $2,608+42.4% | $2,697+37.7% | $4,296-13.5% |