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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 | $36,140+68.6% | $73,658-17.3% | $64,340-5.3% |
| Participation rate | 47.5% | 31.0%+16.4pp | 57.0%-9.6pp | 55.2%-7.8pp |
| Annual return | 17.20% | 21.48%-4.3pp | 29.72%-12.5pp | 24.14%-6.9pp |
| Employer contribution / active EE | $1,074 | $443+142.3% | $1,032+4.0% | $1,862-42.3% |
| Participant deferral / active EE | $3,356 | $1,023+228.1% | $2,062+62.8% | $2,980+12.6% |
| Admin fee / account holder | $3,696 | $2,513+47.1% | $3,357+10.1% | $3,703-0.2% |