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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 | $70,799 | $37,156+90.5% | $83,854-15.6% | $86,983-18.6% |
| Participation rate | 28.2% | 49.1%-20.8pp | 59.1%-30.9pp | 69.5%-41.3pp |
| Annual return | 20.40% | 29.88%-9.5pp | 31.39%-11.0pp | 25.83%-5.4pp |
| Employer contribution / active EE | $1,061 | $661+60.5% | $1,017+4.3% | $2,584-59.0% |
| Participant deferral / active EE | $1,782 | $1,418+25.7% | $2,035-12.4% | $4,194-57.5% |
| Admin fee / account holder | $3,503 | $2,510+39.6% | $3,197+9.6% | $7,856-55.4% |