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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 | $50,570 | $36,948+36.9% | $73,658-31.3% | $87,485-42.2% |
| Participation rate | 17.4% | 46.8%-29.4pp | 57.0%-39.6pp | 68.9%-51.5pp |
| Annual return | 19.24% | 28.64%-9.4pp | 29.72%-10.5pp | 26.06%-6.8pp |
| Employer contribution / active EE | $583 | $670-13.0% | $1,032-43.5% | $2,596-77.6% |
| Participant deferral / active EE | $2,038 | $1,379+47.8% | $2,062-1.2% | $4,274-52.3% |
| Admin fee / account holder | $1,067 | $2,531-57.8% | $3,357-68.2% | $7,775-86.3% |