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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 | $45,284 | $37,446+20.9% | $77,552-41.6% | $79,856-43.3% |
| Participation rate | 31.0% | 41.5%-10.6pp | 54.2%-23.2pp | 69.6%-38.7pp |
| Annual return | 10.99% | 39.76%-28.8pp | 54.82%-43.8pp | 31.71%-20.7pp |
| Employer contribution / active EE | $501 | $637-21.4% | $987-49.2% | $2,471-79.7% |
| Participant deferral / active EE | $1,938 | $1,261+53.7% | $1,861+4.2% | $3,741-48.2% |
| Admin fee / account holder | $3,172 | $2,506+26.6% | $2,859+10.9% | $5,306-40.2% |