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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 | $50,606 | $35,183+43.8% | $73,550-31.2% | $70,126-27.8% |
| Participation rate | 31.7% | 42.9%-11.2pp | 54.9%-23.2pp | 69.5%-37.8pp |
| Annual return | 17.40% | 26.90%-9.5pp | -15.16%+32.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $468 | $709-34.0% | $1,219-61.7% | $2,343-80.0% |
| Participant deferral / active EE | $1,358 | $1,220+11.3% | $1,804-24.7% | $3,332-59.2% |
| Admin fee / account holder | $3,064 | $2,302+33.1% | $2,320+32.1% | $4,645-34.0% |