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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 | $53,328 | $35,183+51.6% | $73,550-27.5% | $70,126-24.0% |
| Participation rate | 63.0% | 42.9%+20.1pp | 54.9%+8.1pp | 69.5%-6.5pp |
| Annual return | 22.58% | 26.90%-4.3pp | -15.16%+37.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,564 | $709+120.7% | $1,219+28.3% | $2,343-33.2% |
| Participant deferral / active EE | $3,301 | $1,220+170.6% | $1,804+83.0% | $3,332-0.9% |
| Admin fee / account holder | $1,913 | $2,302-16.9% | $2,320-17.6% | $4,645-58.8% |