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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 | $87,785 | $36,140+142.9% | $73,658+19.2% | $64,340+36.4% |
| Participation rate | 32.8% | 31.0%+1.8pp | 57.0%-24.3pp | 55.2%-22.5pp |
| Annual return | 16.79% | 21.48%-4.7pp | 29.72%-12.9pp | 24.14%-7.4pp |
| Employer contribution / active EE | $595 | $443+34.3% | $1,032-42.4% | $1,862-68.0% |
| Participant deferral / active EE | $1,453 | $1,023+42.1% | $2,062-29.5% | $2,980-51.2% |
| Admin fee / account holder | $3,570 | $2,513+42.1% | $3,357+6.4% | $3,703-3.6% |