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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 | $83,551 | $35,183+137.5% | $73,550+13.6% | $70,126+19.1% |
| Participation rate | 53.5% | 42.9%+10.6pp | 54.9%-1.4pp | 69.5%-16.1pp |
| Annual return | 18.20% | 26.90%-8.7pp | -15.16%+33.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $776 | $709+9.5% | $1,219-36.3% | $2,343-66.9% |
| Participant deferral / active EE | $1,552 | $1,220+27.2% | $1,804-14.0% | $3,332-53.4% |
| Admin fee / account holder | $476 | $2,302-79.3% | $2,320-79.5% | $4,645-89.8% |