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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 | $56,743 | $36,140+57.0% | $73,658-23.0% | $64,340-11.8% |
| Participation rate | 66.1% | 31.0%+35.1pp | 57.0%+9.1pp | 55.2%+10.9pp |
| Annual return | 15.49% | 21.48%-6.0pp | 29.72%-14.2pp | 24.14%-8.7pp |
| Employer contribution / active EE | $731 | $443+65.0% | $1,032-29.2% | $1,862-60.7% |
| Participant deferral / active EE | $1,209 | $1,023+18.3% | $2,062-41.3% | $2,980-59.4% |
| Admin fee / account holder | $576 | $2,513-77.1% | $3,357-82.8% | $3,703-84.4% |