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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 | $33,773 | $52,580-35.8% | $71,671-52.9% | $70,126-51.8% |
| Participation rate | 69.0% | 60.9%+8.1pp | 68.7%+0.2pp | 69.5%-0.6pp |
| Annual return | 19.58% | 20.25%-0.7pp | 20.65%-1.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $716 | $1,616-55.7% | $2,460-70.9% | $2,343-69.4% |
| Participant deferral / active EE | $1,732 | $2,386-27.4% | $3,438-49.6% | $3,332-48.0% |
| Admin fee / account holder | $388 | $3,653-89.4% | $5,558-93.0% | $4,645-91.6% |