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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 | $88,217 | $37,436+135.6% | $77,513+13.8% | $79,858+10.5% |
| Participation rate | 27.4% | 41.5%-14.1pp | 54.2%-26.8pp | 69.6%-42.2pp |
| Annual return | 20.45% | 39.75%-19.3pp | 54.81%-34.4pp | 31.72%-11.3pp |
| Employer contribution / active EE | $662 | $637+3.9% | $987-32.9% | $2,471-73.2% |
| Participant deferral / active EE | $1,687 | $1,261+33.8% | $1,861-9.4% | $3,740-54.9% |
| Admin fee / account holder | $5,916 | $2,505+136.1% | $2,859+106.9% | $5,306+11.5% |