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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 | $48,497 | $36,140+34.2% | $73,658-34.2% | $64,340-24.6% |
| Participation rate | 22.3% | 31.0%-8.7pp | 57.0%-34.7pp | 55.2%-32.9pp |
| Annual return | 17.36% | 21.48%-4.1pp | 29.72%-12.4pp | 24.14%-6.8pp |
| Employer contribution / active EE | $179 | $443-59.7% | $1,032-82.7% | $1,862-90.4% |
| Participant deferral / active EE | $776 | $1,023-24.1% | $2,062-62.3% | $2,980-74.0% |
| Admin fee / account holder | $751 | $2,513-70.1% | $3,357-77.6% | $3,703-79.7% |