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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 | $56,474 | $36,844+53.3% | $83,854-32.7% | $65,306-13.5% |
| Participation rate | 13.7% | 29.2%-15.5pp | 59.1%-45.4pp | 57.7%-44.0pp |
| Annual return | 16.52% | 22.28%-5.8pp | 31.39%-14.9pp | 21.94%-5.4pp |
| Employer contribution / active EE | $310 | $415-25.4% | $1,017-69.6% | $1,967-84.3% |
| Participant deferral / active EE | $777 | $1,040-25.3% | $2,035-61.8% | $2,959-73.7% |
| Admin fee / account holder | $2,352 | $2,546-7.6% | $3,197-26.4% | $3,480-32.4% |