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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 | $79,939 | $37,446+113.5% | $77,552+3.1% | $79,856+0.1% |
| Participation rate | 59.5% | 41.5%+17.9pp | 54.2%+5.3pp | 69.6%-10.2pp |
| Annual return | 13.04% | 39.76%-26.7pp | 54.82%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $908 | $637+42.6% | $987-7.9% | $2,471-63.2% |
| Participant deferral / active EE | $3,633 | $1,261+188.2% | $1,861+95.2% | $3,741-2.9% |
| Admin fee / account holder | $19,394 | $2,506+673.9% | $2,859+578.3% | $5,306+265.5% |