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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 | $29,054 | $37,446-22.4% | $77,513-62.5% | $79,852-63.6% |
| Participation rate | 56.7% | 41.5%+15.1pp | 54.2%+2.5pp | 69.6%-13.0pp |
| Annual return | 22.62% | 39.76%-17.1pp | 54.81%-32.2pp | 31.72%-9.1pp |
| Employer contribution / active EE | $762 | $637+19.5% | $987-22.8% | $2,471-69.2% |
| Participant deferral / active EE | $2,075 | $1,261+64.6% | $1,861+11.5% | $3,740-44.5% |
| Admin fee / account holder | $1,244 | $2,506-50.3% | $2,859-56.5% | $5,306-76.5% |