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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 | $73,756 | $37,156+98.5% | $83,854-12.0% | $86,983-15.2% |
| Participation rate | 17.6% | 49.1%-31.4pp | 59.1%-41.5pp | 69.5%-51.9pp |
| Annual return | 15.14% | 29.88%-14.7pp | 31.39%-16.3pp | 25.83%-10.7pp |
| Employer contribution / active EE | $848 | $661+28.3% | $1,017-16.7% | $2,584-67.2% |
| Participant deferral / active EE | $2,015 | $1,418+42.1% | $2,035-1.0% | $4,194-52.0% |
| Admin fee / account holder | $3,884 | $2,510+54.7% | $3,197+21.5% | $7,856-50.6% |