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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 | $67,801 | $37,446+81.1% | $77,513-12.5% | $79,852-15.1% |
| Participation rate | 44.0% | 41.5%+2.5pp | 54.2%-10.2pp | 69.6%-25.6pp |
| Annual return | 15.85% | 39.76%-23.9pp | 54.81%-39.0pp | 31.72%-15.9pp |
| Employer contribution / active EE | $593 | $637-7.0% | $987-39.9% | $2,471-76.0% |
| Participant deferral / active EE | $1,861 | $1,261+47.6% | $1,8610% | $3,740-50.3% |
| Admin fee / account holder | $1,860 | $2,506-25.8% | $2,859-34.9% | $5,306-64.9% |