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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 | $82,373 | $37,436+120.0% | $77,513+6.3% | $79,858+3.1% |
| Participation rate | 26.7% | 41.5%-14.9pp | 54.2%-27.5pp | 69.6%-43.0pp |
| Annual return | 24.52% | 39.75%-15.2pp | 54.81%-30.3pp | 31.72%-7.2pp |
| Employer contribution / active EE | $462 | $637-27.5% | $987-53.2% | $2,471-81.3% |
| Participant deferral / active EE | $1,612 | $1,261+27.9% | $1,861-13.4% | $3,740-56.9% |
| Admin fee / account holder | $3,563 | $2,505+42.2% | $2,859+24.6% | $5,306-32.9% |