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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 | $67,529 | $36,948+82.8% | $73,658-8.3% | $87,485-22.8% |
| Participation rate | 23.1% | 46.8%-23.7pp | 57.0%-34.0pp | 68.9%-45.9pp |
| Annual return | 16.28% | 28.64%-12.4pp | 29.72%-13.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,456 | $670+117.3% | $1,032+41.0% | $2,596-43.9% |
| Participant deferral / active EE | $2,194 | $1,379+59.1% | $2,062+6.4% | $4,274-48.7% |
| Admin fee / account holder | $15,162 | $2,531+499.1% | $3,357+351.7% | $7,775+95.0% |