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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 | $32,364 | $16,790+92.8% | $64,489-49.8% | $67,986-52.4% |
| Participation rate | 55.9% | 62.4%-6.5pp | 67.7%-11.8pp | 57.2%-1.3pp |
| Annual return | 16.53% | 30.55%-14.0pp | 55.03%-38.5pp | 31.67%-15.1pp |
| Employer contribution / active EE | $1,146 | $648+76.9% | $1,523-24.8% | $2,019-43.2% |
| Participant deferral / active EE | $1,867 | $1,510+23.6% | $2,778-32.8% | $3,358-44.4% |
| Admin fee / account holder | $4,805 | $1,690+184.4% | $4,260+12.8% | $3,203+50.0% |