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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 | $49,102 | $37,156+32.2% | $83,854-41.4% | $86,983-43.5% |
| Participation rate | 42.9% | 49.1%-6.2pp | 59.1%-16.3pp | 69.5%-26.7pp |
| Annual return | 17.68% | 29.88%-12.2pp | 31.39%-13.7pp | 25.83%-8.2pp |
| Employer contribution / active EE | $706 | $661+6.8% | $1,017-30.6% | $2,584-72.7% |
| Participant deferral / active EE | $1,593 | $1,418+12.4% | $2,035-21.7% | $4,194-62.0% |
| Admin fee / account holder | $2,302 | $2,510-8.3% | $3,197-28.0% | $7,856-70.7% |