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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 | $54,242 | $37,436+44.9% | $77,513-30.0% | $79,858-32.1% |
| Participation rate | 23.6% | 41.5%-17.9pp | 54.2%-30.6pp | 69.6%-46.0pp |
| Annual return | 24.07% | 39.75%-15.7pp | 54.81%-30.7pp | 31.72%-7.6pp |
| Employer contribution / active EE | $401 | $637-37.0% | $987-59.3% | $2,471-83.8% |
| Participant deferral / active EE | $823 | $1,261-34.7% | $1,861-55.8% | $3,740-78.0% |
| Admin fee / account holder | $2,440 | $2,505-2.6% | $2,859-14.7% | $5,306-54.0% |