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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 | $40,717 | $35,183+15.7% | $73,550-44.6% | $70,126-41.9% |
| Participation rate | 44.3% | 42.9%+1.3pp | 54.9%-10.7pp | 69.5%-25.3pp |
| Annual return | 19.75% | 26.90%-7.2pp | -15.16%+34.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $693 | $709-2.2% | $1,219-43.1% | $2,343-70.4% |
| Participant deferral / active EE | $1,274 | $1,220+4.4% | $1,804-29.4% | $3,332-61.8% |
| Admin fee / account holder | $436 | $2,302-81.1% | $2,320-81.2% | $4,645-90.6% |