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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 | $51,874 | $37,446+38.5% | $77,552-33.1% | $79,856-35.0% |
| Participation rate | 64.9% | 41.5%+23.4pp | 54.2%+10.7pp | 69.6%-4.7pp |
| Annual return | 14.79% | 39.76%-25.0pp | 54.82%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,282 | $637+258.2% | $987+131.3% | $2,471-7.6% |
| Participant deferral / active EE | $4,038 | $1,261+220.3% | $1,861+117.0% | $3,741+8.0% |
| Admin fee / account holder | $613 | $2,506-75.6% | $2,859-78.6% | $5,306-88.5% |