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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 | $67,428 | $16,790+301.6% | $64,489+4.6% | $67,986-0.8% |
| Participation rate | 38.5% | 62.4%-23.9pp | 67.7%-29.2pp | 57.2%-18.7pp |
| Annual return | 23.00% | 30.55%-7.5pp | 55.03%-32.0pp | 31.67%-8.7pp |
| Employer contribution / active EE | $818 | $648+26.3% | $1,523-46.3% | $2,019-59.5% |
| Participant deferral / active EE | $2,267 | $1,510+50.1% | $2,778-18.4% | $3,358-32.5% |
| Admin fee / account holder | $1,425 | $1,690-15.6% | $4,260-66.5% | $3,203-55.5% |