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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 | $36,882 | $29,051+27.0% | $52,425-29.6% | $67,986-45.7% |
| Participation rate | 36.1% | 30.4%+5.7pp | 55.6%-19.5pp | 57.2%-21.1pp |
| Annual return | 15.34% | 24.00%-8.7pp | 302.12%-286.8pp | 31.67%-16.3pp |
| Employer contribution / active EE | $273 | $412-33.7% | $914-70.1% | $2,019-86.5% |
| Participant deferral / active EE | $1,599 | $873+83.2% | $1,790-10.7% | $3,358-52.4% |
| Admin fee / account holder | $1,545 | $2,113-26.9% | $2,495-38.1% | $3,203-51.8% |