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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 | $43,504 | $37,446+16.2% | $77,513-43.9% | $79,852-45.5% |
| Participation rate | 19.7% | 41.5%-21.9pp | 54.2%-34.5pp | 69.6%-50.0pp |
| Annual return | 23.56% | 39.76%-16.2pp | 54.81%-31.2pp | 31.72%-8.2pp |
| Employer contribution / active EE | $525 | $637-17.6% | $987-46.8% | $2,471-78.8% |
| Participant deferral / active EE | $1,420 | $1,261+12.7% | $1,861-23.7% | $3,740-62.0% |
| Admin fee / account holder | $605 | $2,506-75.9% | $2,859-78.8% | $5,306-88.6% |