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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 | $61,807 | $37,446+65.1% | $77,513-20.3% | $79,852-22.6% |
| Participation rate | 21.6% | 41.5%-19.9pp | 54.2%-32.6pp | 69.6%-48.0pp |
| Annual return | 16.86% | 39.76%-22.9pp | 54.81%-37.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $519 | $637-18.6% | $987-47.4% | $2,471-79.0% |
| Participant deferral / active EE | $1,280 | $1,261+1.5% | $1,861-31.2% | $3,740-65.8% |
| Admin fee / account holder | $619 | $2,506-75.3% | $2,859-78.3% | $5,306-88.3% |