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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 | $54,485 | $36,948+47.5% | $73,658-26.0% | $87,485-37.7% |
| Participation rate | 29.6% | 46.8%-17.2pp | 57.0%-27.4pp | 68.9%-39.3pp |
| Annual return | 22.25% | 28.64%-6.4pp | 29.72%-7.5pp | 26.06%-3.8pp |
| Employer contribution / active EE | $923 | $670+37.8% | $1,032-10.6% | $2,596-64.4% |
| Participant deferral / active EE | $2,460 | $1,379+78.4% | $2,062+19.3% | $4,274-42.4% |
| Admin fee / account holder | $545 | $2,531-78.5% | $3,357-83.8% | $7,775-93.0% |