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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 | $49,121 | $37,156+32.2% | $83,854-41.4% | $86,983-43.5% |
| Participation rate | 14.0% | 49.1%-35.1pp | 59.1%-45.2pp | 69.5%-55.6pp |
| Annual return | 17.98% | 29.88%-11.9pp | 31.39%-13.4pp | 25.83%-7.8pp |
| Employer contribution / active EE | $218 | $661-67.0% | $1,017-78.6% | $2,584-91.6% |
| Participant deferral / active EE | $1,646 | $1,418+16.1% | $2,035-19.1% | $4,194-60.8% |
| Admin fee / account holder | $1,183 | $2,510-52.8% | $3,197-63.0% | $7,856-84.9% |