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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 | $45,869 | $37,436+22.5% | $77,513-40.8% | $79,858-42.6% |
| Participation rate | 30.8% | 41.5%-10.8pp | 54.2%-23.4pp | 69.6%-38.9pp |
| Annual return | 36.06% | 39.75%-3.7pp | 54.81%-18.8pp | 31.72%+4.3pp |
| Employer contribution / active EE | $586 | $637-8.0% | $987-40.6% | $2,471-76.3% |
| Participant deferral / active EE | $2,329 | $1,261+84.7% | $1,861+25.1% | $3,740-37.7% |
| Admin fee / account holder | $1,426 | $2,505-43.1% | $2,859-50.1% | $5,306-73.1% |