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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 | $22,960 | $37,446-38.7% | $77,552-70.4% | $79,856-71.2% |
| Participation rate | 51.7% | 41.5%+10.2pp | 54.2%-2.5pp | 69.6%-17.9pp |
| Annual return | 18.86% | 39.76%-20.9pp | 54.82%-36.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $464 | $637-27.2% | $987-53.0% | $2,471-81.2% |
| Participant deferral / active EE | $2,695 | $1,261+113.8% | $1,861+44.8% | $3,741-27.9% |
| Admin fee / account holder | $1,447 | $2,506-42.3% | $2,859-49.4% | $5,306-72.7% |