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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 | $50,699 | $37,446+35.4% | $77,552-34.6% | $79,856-36.5% |
| Participation rate | 23.9% | 41.5%-17.6pp | 54.2%-30.3pp | 69.6%-45.7pp |
| Annual return | 11.74% | 39.76%-28.0pp | 54.82%-43.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $171 | $637-73.2% | $987-82.7% | $2,471-93.1% |
| Participant deferral / active EE | $493 | $1,261-60.9% | $1,861-73.5% | $3,741-86.8% |
| Admin fee / account holder | $1,643 | $2,506-34.5% | $2,859-42.5% | $5,306-69.0% |