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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 | $28,378 | $37,436-24.2% | $77,513-63.4% | $79,858-64.5% |
| Participation rate | 46.9% | 41.5%+5.3pp | 54.2%-7.3pp | 69.6%-22.8pp |
| Annual return | 13.65% | 39.75%-26.1pp | 54.81%-41.2pp | 31.72%-18.1pp |
| Employer contribution / active EE | $863 | $637+35.4% | $987-12.6% | $2,471-65.1% |
| Participant deferral / active EE | $1,591 | $1,261+26.2% | $1,861-14.5% | $3,740-57.5% |
| Admin fee / account holder | $6,782 | $2,505+170.7% | $2,859+137.2% | $5,306+27.8% |