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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 | $47,949 | $37,446+28.0% | $77,552-38.2% | $79,856-40.0% |
| Participation rate | 59.0% | 41.5%+17.4pp | 54.2%+4.8pp | 69.6%-10.7pp |
| Annual return | 14.79% | 39.76%-25.0pp | 54.82%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $477 | $637-25.1% | $987-51.6% | $2,471-80.7% |
| Participant deferral / active EE | $1,355 | $1,261+7.5% | $1,861-27.2% | $3,741-63.8% |
| Admin fee / account holder | $824 | $2,506-67.1% | $2,859-71.2% | $5,306-84.5% |