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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 | $45,279 | $36,948+22.5% | $73,658-38.5% | $87,485-48.2% |
| Participation rate | 40.3% | 46.8%-6.5pp | 57.0%-16.7pp | 68.9%-28.6pp |
| Annual return | 17.24% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $728 | $670+8.7% | $1,032-29.5% | $2,596-72.0% |
| Participant deferral / active EE | $2,033 | $1,379+47.4% | $2,062-1.4% | $4,274-52.4% |
| Admin fee / account holder | $3,173 | $2,531+25.4% | $3,357-5.5% | $7,775-59.2% |