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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 | $45,961 | $58,512-21.5% | $84,020-45.3% | $72,983-37.0% |
| Participation rate | 69.8% | 61.2%+8.6pp | 69.0%+0.8pp | 69.5%+0.3pp |
| Annual return | 22.25% | 28.93%-6.7pp | 71.31%-49.1pp | 81.01%-58.8pp |
| Employer contribution / active EE | $700 | $1,163-39.8% | $1,984-64.7% | $2,440-71.3% |
| Participant deferral / active EE | $3,525 | $2,394+47.3% | $3,239+8.8% | $3,608-2.3% |
| Admin fee / account holder | $8,910 | $4,569+95.0% | $6,101+46.0% | $5,124+73.9% |