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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 | $50,648 | $35,183+44.0% | $73,550-31.1% | $70,126-27.8% |
| Participation rate | 37.2% | 42.9%-5.8pp | 54.9%-17.7pp | 69.5%-32.4pp |
| Annual return | 15.67% | 26.90%-11.2pp | -15.16%+30.8pp | 73.15%-57.5pp |
| Employer contribution / active EE | $752 | $709+6.1% | $1,219-38.3% | $2,343-67.9% |
| Participant deferral / active EE | $2,446 | $1,220+100.5% | $1,804+35.6% | $3,332-26.6% |
| Admin fee / account holder | $2,324 | $2,302+0.9% | $2,320+0.2% | $4,645-50.0% |