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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 | $62,036 | $37,156+67.0% | $83,854-26.0% | $86,983-28.7% |
| Participation rate | 38.7% | 49.1%-10.4pp | 59.1%-20.4pp | 69.5%-30.9pp |
| Annual return | 14.42% | 29.88%-15.5pp | 31.39%-17.0pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,296 | $661+96.0% | $1,017+27.4% | $2,584-49.9% |
| Participant deferral / active EE | $2,144 | $1,418+51.2% | $2,035+5.3% | $4,194-48.9% |
| Admin fee / account holder | $4,039 | $2,510+61.0% | $3,197+26.4% | $7,856-48.6% |