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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 | $60,944 | $36,844+65.4% | $83,854-27.3% | $65,306-6.7% |
| Participation rate | 47.5% | 29.2%+18.2pp | 59.1%-11.7pp | 57.7%-10.2pp |
| Annual return | 17.20% | 22.28%-5.1pp | 31.39%-14.2pp | 21.94%-4.7pp |
| Employer contribution / active EE | $1,074 | $415+158.8% | $1,017+5.6% | $1,967-45.4% |
| Participant deferral / active EE | $3,356 | $1,040+222.8% | $2,035+64.9% | $2,959+13.4% |
| Admin fee / account holder | $3,696 | $2,546+45.2% | $3,197+15.6% | $3,480+6.2% |