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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 | $49,626 | $36,948+34.3% | $73,658-32.6% | $87,485-43.3% |
| Participation rate | 18.4% | 46.8%-28.4pp | 57.0%-38.6pp | 68.9%-50.5pp |
| Annual return | 14.10% | 28.64%-14.5pp | 29.72%-15.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $714 | $670+6.5% | $1,032-30.9% | $2,596-72.5% |
| Participant deferral / active EE | $881 | $1,379-36.1% | $2,062-57.3% | $4,274-79.4% |
| Admin fee / account holder | $4,490 | $2,531+77.4% | $3,357+33.8% | $7,775-42.2% |