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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 | $40,011 | $52,580-23.9% | $71,671-44.2% | $70,126-42.9% |
| Participation rate | 65.7% | 60.9%+4.8pp | 68.7%-3.0pp | 69.5%-3.8pp |
| Annual return | 15.15% | 20.25%-5.1pp | 20.65%-5.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $666 | $1,616-58.8% | $2,460-72.9% | $2,343-71.6% |
| Participant deferral / active EE | $2,684 | $2,386+12.5% | $3,438-21.9% | $3,332-19.5% |
| Admin fee / account holder | $641 | $3,653-82.5% | $5,558-88.5% | $4,645-86.2% |