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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 | $52,000 | $35,183+47.8% | $73,550-29.3% | $70,126-25.8% |
| Participation rate | 59.5% | 42.9%+16.5pp | 54.9%+4.5pp | 69.5%-10.1pp |
| Annual return | 16.42% | 26.90%-10.5pp | -15.16%+31.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,188 | $709+67.6% | $1,219-2.6% | $2,343-49.3% |
| Participant deferral / active EE | $2,300 | $1,220+88.5% | $1,804+27.5% | $3,332-31.0% |
| Admin fee / account holder | $3,677 | $2,302+59.7% | $2,320+58.5% | $4,645-20.9% |