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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 | $50,939 | $36,948+37.9% | $73,658-30.8% | $87,485-41.8% |
| Participation rate | 50.0% | 46.8%+3.2pp | 57.0%-7.0pp | 68.9%-18.9pp |
| Annual return | 19.95% | 28.64%-8.7pp | 29.72%-9.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,048 | $670+56.4% | $1,032+1.5% | $2,596-59.6% |
| Participant deferral / active EE | $2,264 | $1,379+64.2% | $2,062+9.8% | $4,274-47.0% |
| Admin fee / account holder | $1,947 | $2,531-23.1% | $3,357-42.0% | $7,775-75.0% |