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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 | $45,152 | $29,051+55.4% | $52,425-13.9% | $67,986-33.6% |
| Participation rate | 32.2% | 30.4%+1.8pp | 55.6%-23.4pp | 57.2%-25.0pp |
| Annual return | 18.28% | 24.00%-5.7pp | 302.12%-283.8pp | 31.67%-13.4pp |
| Employer contribution / active EE | $428 | $412+3.9% | $914-53.2% | $2,019-78.8% |
| Participant deferral / active EE | $1,857 | $873+112.8% | $1,790+3.7% | $3,358-44.7% |
| Admin fee / account holder | $2,452 | $2,113+16.0% | $2,495-1.7% | $3,203-23.5% |